주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionColony Group, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Colony Group, LLC closes position in EVRG / Evergy, Inc.

On May 14, 2026 - Colony Group, LLC filed a 13F-HR form disclosing ownership of 0 shares of Evergy, Inc. (MX:EVRG) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 399,617 shares of Evergy, Inc.. This represents a change in shares of -100.00% 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.

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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)
2026-05-14 2026-03-31 13F EVERGY COM 30034W106 0 -399,617 -100.00 0 -100.00
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 399,617 234,758 142.40 28,968 131.50 0.0330
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 164,859 149,153 949.66 12,513 1,056.47 0.0202
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 15,706 1,915 13.89 1,083 13.89 0.0023
2025-05-20 2025-03-31 13F/A-1 EVERGY COM 30034W106 13,791 760 5.83 951 18.45 0.0024
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 13,791 939 951 0.0024
2025-05-29 2024-12-31 13F/A-2 EVERGY COM 30034W106 13,031 7,163 122.07 802 120.94 0.0021
2025-05-20 2024-12-31 13F/A-1 EVERGY COM 30034W106 12,852 6,984 802 0.0021
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 12,852 6,984 802 0.0021
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 5,868 -237 -3.88 364 0.0012
2024-08-15 2024-06-30 13F EVERGY COM 30034W106 6,105 38 0.63 0 0.0011
2024-05-16 2024-03-31 13F EVERGY INC COM Common 30034W106 6,067 6,067 0 0.0026
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.