주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,373,291 shares
Latest Disclosed Value $ 112,497,228
Dimensional Fund Advisors Lp reports 1.92% increase in ownership of EVRG / Evergy, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,373,291 shares of Evergy, Inc. (MX:EVRG) valued at $112,497,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,347,410 shares of Evergy, Inc.. This represents a change in shares of 1.92% 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)
2026-05-07 2026-03-31 13F EVERGY COM 30034W106 1,373,291 25,881 1.92 112,497 15.17 0.0234
2026-02-12 2025-12-31 13F EVERGY COM 30034W106 1,347,410 19,042 1.43 97,682 -3.26 0.0205
2025-11-12 2025-09-30 13F EVERGY COM 30034W106 1,328,368 4,144 0.31 100,972 10.63 0.0217
2025-08-12 2025-06-30 13F EVERGY COM 30034W106 1,324,224 15,140 1.16 91,272 1.13 0.0211
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 1,309,084 13,397 1.03 90,251 13.17 0.0224
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 1,295,687 19,584 1.53 79,749 0.78 0.0192
2024-11-07 2024-09-30 13F EVERGY COM 30034W106 1,276,103 39,760 3.22 79,130 20.83 0.0192
2024-08-09 2024-06-30 13F EVERGY COM 30034W106 1,236,343 83,035 7.20 65,491 6.38 0.0171
2024-05-10 2024-03-31 13F EVERGY COM 30034W106 1,153,308 149,155 14.85 61,564 17.45 0.0167
2024-02-07 2023-12-31 13F EVERGY COM 30034W106 1,004,153 48,194 5.04 52,417 8.15 0.0153
2023-11-09 2023-09-30 13F EVERGY COM 30034W106 955,959 38,089 4.15 48,466 -9.61 0.0159
2023-08-09 2023-06-30 13F EVERGY COM 30034W106 917,870 25,898 2.90 53,618 -1.64 0.0171
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 891,972 -5,507 -0.61 54,514 97,244.64 0.0184
2023-02-09 2022-12-31 13F EVERGY COM 30034W106 897,479 6,489 0.73 56 -99.89 0.0167
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 890,990 12,190 1.39 52,932 -7.69 0.0203
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 878,800 1,866 0.21 57,339 -4.32 0.0206
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 876,934 -8,740 -0.99 59,929 -1.38 0.0185
2022-02-09 2021-12-31 13F EVERGY COM 30034W106 885,674 -54,598 -5.81 60,765 3.89 0.0184
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 940,272 -1,135 -0.12 58,491 2.81 0.0188
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 941,407 22,228 2.42 56,890 3.97 0.0180
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 919,179 11,931 1.32 54,718 8.67 0.0181
2021-03-08 2020-12-31 13F/A-2 EVERGY COM 30034W106 907,248 1,902 0.21 50,354 9.46 0.0182
2021-02-11 2020-12-31 13F EVERGY COM 30034W106 907,248 1,902 50,354 18,185.1883
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 905,346 19,335 2.18 46,004 -12.43 0.0195
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 886,011 -43,809 -4.71 52,531 2.56 0.0231
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 929,820 -59,478 -6.01 51,218 -20.45 0.0267
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 989,298 -3,669 -0.37 64,387 -2.58 0.0235
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 992,967 -86,843 -8.04 66,092 1.76 0.0257
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 1,079,810 5,407 0.50 64,950 4.14 0.0252
2019-08-12 2019-03-31 13F/A-2 EVERGY COM 30034W106 1,074,403 -6,065 -0.56 62,368 1.68 0.0248
2019-05-10 2019-03-31 13F EVERGY COM 30034W106 1,074,403 -6,065 62,368
2019-02-26 2018-12-31 13F/A-1 EVERGY COM 30034W106 1,080,468 22,091 2.09 61,336 5.53 0.0278
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 1,080,468 22,091 61,336
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 1,058,377 -89,118 -7.77 58,121 -9.79 0.0221
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 1,147,495 1,147,495 64,426 0.0257
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.