주식회사 에버리
DE ˙ DB ˙ US30034W1062
€70.00 ↑0.50 (0.72%)
2026-06-05
주가
SecurityDE:3E7 / Evergy, Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership18,707 shares
Latest Disclosed Value $ 1,532,480
IHT Wealth Management, LLC reports 2.50% decrease in ownership of 3E7 / Evergy, Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 18,707 shares of Evergy, Inc. (DE:3E7) valued at $1,324,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,187 shares of Evergy, Inc.. This represents a change in shares of -2.50% during the quarter. The current value of the position is $1,309,490 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)
2026-05-15 2026-03-31 13F Evergy COM 30034W106 18,707 -480 -2.50 1,532 10.22 0.0355
2026-02-17 2025-12-31 13F Evergy COM 30034W106 19,187 -1,464 -7.09 1,391 -11.41 0.0338
2025-11-14 2025-09-30 13F Evergy COM 30034W106 20,651 123 0.60 1,570 10.96 0.0397
2025-08-14 2025-06-30 13F Evergy COM 30034W106 20,528 212 1.04 1,415 1.00 0.0389
2025-05-15 2025-03-31 13F Evergy COM 30034W106 20,316 -19,960 -49.56 1,400 -43.50 0.0437
2025-02-14 2024-12-31 13F Evergy COM 30034W106 40,276 30,402 307.90 2,479 305.56 0.0800
2024-11-14 2024-09-30 13F Evergy COM 30034W106 9,874 3,307 50.36 611 75.57 0.0173
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 6,567 88 1.36 349 0.87 0.0130
2024-05-15 2024-03-31 13F Evergy COM 30034W106 6,479 -289 -4.27 346 -2.27 0.0139
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 6,768 181 2.75 353 6.01 0.0158
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 6,587 27 0.41 334 -13.05 0.0169
2023-08-15 2023-06-30 13F EVERGY COM 30034W106 6,560 -6 -0.09 383 -4.49 0.0200
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 6,566 573 9.56 401 6.37 0.0229
2023-02-15 2022-12-31 13F EVERGY COM 30034W106 5,993 -1,582 -20.88 377 -16.22 0.0237
2022-11-22 2022-09-30 13F EVERGY COM 30034W106 7,575 3,834 102.49 450 84.43 0.0342
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 3,741 -177 -4.52 244 -8.96 0.0215
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 3,918 3 0.08 268 -0.37 0.0203
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 3,915 3 0.08 269 10.70 0.0198
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 3,912 -396 -9.19 243 -6.54 0.0198
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 4,308 -249 -5.46 260 -4.06 0.0165
2021-05-18 2021-03-31 13F EVERGY COM 30034W106 4,557 342 8.11 271 15.81 0.0195
2021-02-17 2020-12-31 13F EVERGY COM 30034W106 4,215 4,215 234 0.0195
2020-05-13 2020-03-31 13F EVERGY COM 30034W106 0 -3,142 -100.00 0 -100.00
2020-02-18 2019-12-31 13F EVERGY COM 30034W106 3,142 1 0.03 205 -1.91 0.0243
2019-11-15 2019-09-30 13F EVERGY COM 30034W106 3,141 3,141 209 0.0284
2019-05-15 2019-03-31 13F EVERGY INC COM COM 30034W106 0 -5,437 -100.00 0 -100.00
2019-02-14 2018-12-31 13F EVERGY INC COM COM 30034W106 5,437 52 0.97 309 4.39 0.0595
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 5,385 13 0.24 296 -1.99 0.0640
2018-08-13 2018-06-30 13F EVERGY COM 30034W106 5,372 5,372 302 0.0772
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.