주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionCIBC Asset Management Inc
Latest Disclosed Ownership150,679 shares
Latest Disclosed Value $ 12,343,624
CIBC Asset Management Inc reports 0.32% decrease in ownership of EVRG / Evergy, Inc.

On May 12, 2026 - CIBC Asset Management Inc filed a 13F-HR form disclosing ownership of 150,679 shares of Evergy, Inc. (MX:EVRG) valued at $12,343,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 151,165 shares of Evergy, Inc.. This represents a change in shares of -0.32% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F EVERGY COM 30034W106 150,679 -486 -0.32 12,344 12.65 0.0302
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 151,165 21,853 16.90 10,958 11.46 0.0265
2025-10-31 2025-09-30 13F EVERGY COM 30034W106 129,312 34 0.03 9,830 10.31 0.0285
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 129,278 -2,753 -2.09 8,911 -2.11 0.0276
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 132,031 -2,084 -1.55 9,104 10.29 0.0302
2025-01-31 2024-12-31 13F EVERGY COM 30034W106 134,115 94,976 242.66 8,255 240.09 0.0271
2024-11-06 2024-09-30 13F EVERGY COM 30034W106 39,139 2,581 7.06 2,427 25.36 0.0079
2024-08-01 2024-06-30 13F EVERGY COM 30034W106 36,558 -1,787 -4.66 1,936 -5.38 0.0069
2024-05-09 2024-03-31 13F EVERGY COM 30034W106 38,345 810 2.16 2,047 4.44 0.0071
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 37,535 -1,859 -4.72 1,959 -1.90 0.0073
2023-10-30 2023-09-30 13F EVERGY COM 30034W106 39,394 -3,252 -7.63 1,997 -19.83 0.0083
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 42,646 -360 -0.84 2,491 -5.21 0.0096
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 43,006 28 0.07 2,629 -2.81 0.0104
2023-02-13 2022-12-31 13F EVERGY COM 30034W106 42,978 3,077 7.71 2,705 14.09 0.0114
2022-11-03 2022-09-30 13F EVERGY COM 30034W106 39,901 11,981 42.91 2,370 30.08 0.0104
2022-08-09 2022-06-30 13F EVERGY COM 30034W106 27,920 -420 -1.48 1,822 -5.94 0.0074
2022-05-06 2022-03-31 13F EVERGY COM 30034W106 28,340 6,690 30.90 1,937 30.44 0.0068
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 21,650 911 4.39 1,485 15.12 0.0054
2021-11-09 2021-09-30 13F EVERGY COM 30034W106 20,739 725 3.62 1,290 6.70 0.0052
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 20,014 94 0.47 1,209 1.94 0.0049
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 19,920 -971 -4.65 1,186 2.24 0.0050
2021-02-03 2020-12-31 13F EVERGY COM 30034W106 20,891 -25 -0.12 1,160 9.13 0.0055
2020-11-05 2020-09-30 13F EVERGY COM 30034W106 20,916 463 2.26 1,063 -12.37 0.0054
2020-07-28 2020-06-30 13F EVERGY COM 30034W106 20,453 313 1.55 1,213 9.38 0.0071
2020-04-30 2020-03-31 13F EVERGY COM 30034W106 20,140 -3,238 -13.85 1,109 -27.14 0.0078
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 23,378 -576 -2.40 1,522 -4.52 0.0086
2019-10-30 2019-09-30 13F EVERGY COM 30034W106 23,954 -1,150 -4.58 1,594 5.56 0.0094
2019-08-05 2019-06-30 13F EVERGY COM 30034W106 25,104 -1,151 -4.38 1,510 -0.92 0.0090
2019-05-06 2019-03-31 13F EVERGY COM 30034W106 26,255 790 3.10 1,524 5.39 0.0094
2019-02-12 2018-12-31 13F EVERGY COM 30034W106 25,465 -570 -2.19 1,446 1.12 0.0106
2018-11-02 2018-09-30 13F EVERGY COM 30034W106 26,035 964 3.85 1,430 1.56 0.0088
2018-08-09 2018-06-30 13F EVERGY COM 30034W106 25,071 25,071 1,408 0.0088
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.