주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionCornerstone Planning Group LLC
Latest Disclosed Ownership42 shares
Latest Disclosed Value $ 3,360
Cornerstone Planning Group LLC reports 2.44% increase in ownership of EVRG / Evergy, Inc.

On May 6, 2026 - Cornerstone Planning Group LLC filed a 13F-HR form disclosing ownership of 42 shares of Evergy, Inc. (MX:EVRG) valued at $3,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 41 shares of Evergy, Inc.. This represents a change in shares of 2.44% 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)
2026-05-06 2026-03-31 13F EVERGY INC COM Common Stock 30034W106 42 1 2.44 3 0.00 0.0004
2026-02-02 2025-12-31 13F EVERGY INC COM Common Stock 30034W106 41 13 46.43 3 50.00 0.0005
2025-11-04 2025-09-30 13F EVERGY INC COM Common Stock 30034W106 28 9 47.37 2 100.00 0.0003
2025-08-11 2025-06-30 13F EVERGY INC COM Common Stock 30034W106 19 7 58.33 1 0.0003
2025-04-30 2025-03-31 13F EVERGY INC COM Common Stock 30034W106 12 5 71.43 1 0.0002
2025-01-29 2024-12-31 13F EVERGY INC COM Common Stock 30034W106 7 7 0 0.0001
2024-08-13 2024-06-30 13F EVERGY INC COM Common Stock 30034W106 0 -37 -100.00 0 -100.00
2024-05-07 2024-03-31 13F EVERGY INC COM Common Stock 30034W106 37 -97 -72.39 2 -66.67 0.0006
2024-02-12 2023-12-31 13F EVERGY Common Stock 30034W106 134 -17 -11.26 7 -14.29 0.0023
2023-11-08 2023-09-30 13F EVERGY COMMON STOCK 30034W106 151 -220 -59.30 8 -66.67 0.0029
2023-08-15 2023-06-30 13F EVERGY INC COM COM 30034W106 371 -617 -62.45 22 -63.79 0.0086
2023-02-14 2022-12-31 13F EVERGY INC COM COM 30034W106 988 988 59 0.0245
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.