Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionWestpac Banking Corp
Latest Disclosed Ownership21,332 shares
Latest Disclosed Value $ 1,747,517
Westpac Banking Corp reports 1.05% increase in ownership of EVRG / Evergy, Inc.

On May 11, 2026 - Westpac Banking Corp filed a 13F-HR form disclosing ownership of 21,332 shares of Evergy, Inc. (US:EVRG) valued at $1,747,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,111 shares of Evergy, Inc.. This represents a change in shares of 1.05% during the quarter. The current value of the position is $1,746,877 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F EVERGY COM 30034W106 21,332 221 1.05 1,748 14.18 0.0609
2026-02-10 2025-12-31 13F EVERGY INC USD 0 COM 30034W106 21,111 -593 -2.73 1,530 -7.22 0.0967
2025-11-14 2025-09-30 13F/A-1 EVERGY INC USD 0 COM 30034W106 21,704 -1,085 -4.76 1,650 5.03 0.1023
2025-11-12 2025-09-30 13F EVERGY INC USD 0 COM 30034W106 21,704 -1,085 1,650 0.0414
2025-08-11 2025-06-30 13F EVERGY COM 30034W106 22,789 22,789 1,571 0.1050
2024-08-14 2024-06-30 13F/A-1 EVERGY COM 30034W106 0 -8,520 -100.00 0 -100.00
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 0 0
2024-05-09 2024-03-31 13F EVERGY COM 30034W106 8,520 -40,070 -82.47 455 -82.10 0.0346
2024-02-08 2023-12-31 13F EVERGY COM 30034W106 48,590 -2,969 -5.76 2,536 -2.98 0.2091
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 51,559 -4,452 -7.95 2,614 -20.11 0.1956
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 56,011 -25,540 -31.32 3,272 -34.35 0.2309
2023-05-04 2023-03-31 13F EVERGY COM 30034W106 81,551 4,783 6.23 4,984 3.17 0.0670
2023-02-06 2022-12-31 13F EVERGY COM 30034W106 76,768 4,100 5.64 4,831 11.93 0.0714
2022-11-08 2022-09-30 13F EVERGY COM 30034W106 72,668 -1,522 -2.05 4,316 -10.83 0.0658
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 74,190 -12,091 -14.01 4,841 -17.91 0.0631
2022-05-11 2022-03-31 13F EVERGY COM 30034W106 86,281 -913 -1.05 5,896 -1.44 0.0676
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 87,194 2,628 3.11 5,982 13.73 0.0620
2021-10-27 2021-09-30 13F EVERGY COM 30034W106 84,566 -963 -1.13 5,260 1.78 0.0562
2021-08-11 2021-06-30 13F EVERGY COM 30034W106 85,529 2,688 3.24 5,169 4.81 0.0519
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 82,841 8,182 10.96 4,932 18.99 0.0544
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 74,659 26,501 55.03 4,144 69.35 0.0470
2020-11-10 2020-09-30 13F EVERGY COM 30034W106 48,158 27,019 127.82 2,447 95.29 0.0332
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 21,139 0 0.00 1,253 7.74 0.0187
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 21,139 -27,751 -56.76 1,164 -63.45 0.0201
2020-02-11 2019-12-31 13F EVERGY COM 30034W106 48,890 5,252 12.04 3,182 9.57 0.0410
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 43,638 10,531 31.81 2,905 45.86 0.0404
2019-08-01 2019-06-30 13F EVERGY COM 30034W106 33,107 4,103 14.15 1,991 18.30 0.0304
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 29,004 7,865 37.21 1,684 40.25 0.0278
2019-02-07 2018-12-31 13F EVERGY COM 30034W106 21,139 0 0.00 1,200 3.45 0.0205
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 21,139 10,108 91.63 1,161 87.40 0.0199
2018-07-18 2018-06-30 13F EVERGY COM 30034W106 11,031 11,031 619 0.0119
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.