주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionFinancial Advisory Service, Inc.
Latest Disclosed Ownership5,767 shares
Latest Disclosed Value $ 418,066
Financial Advisory Service, Inc. reports 0.56% increase in ownership of EVRG / Evergy, Inc.

On February 18, 2026 - Financial Advisory Service, Inc. filed a 13F-HR form disclosing ownership of 5,767 shares of Evergy, Inc. (MX:EVRG) valued at $418,066 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 29, 2025 disclosing 5,735 shares of Evergy, Inc.. This represents a change in shares of 0.56% 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)
2026-02-18 2025-12-31 13F EVERGY COM 30034W106 5,767 32 0.56 418 -3.91 0.0270
2025-10-29 2025-09-30 13F EVERGY COM 30034W106 5,735 -678 -10.57 436 -1.58 0.0295
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 6,413 150 2.40 442 2.55 0.0327
2025-05-05 2025-03-31 13F EVERGY COM 30034W106 6,263 39 0.63 432 12.53 0.0352
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 6,224 44 0.71 383 0.00 0.0322
2024-10-17 2024-09-30 13F EVERGY COM 30034W106 6,180 41 0.67 383 17.85 0.0305
2024-07-29 2024-06-30 13F EVERGY COM 30034W106 6,139 47 0.77 325 0.00 0.0281
2024-04-29 2024-03-31 13F EVERGY COM 30034W106 6,092 160 2.70 325 5.18 0.0288
2024-01-23 2023-12-31 13F EVERGY COM 30034W106 5,932 112 1.92 310 4.75 0.0294
2023-10-23 2023-09-30 13F EVERGY COM 30034W106 5,820 232 4.15 295 -9.51 0.0315
2023-08-08 2023-06-30 13F EVERGY COM 30034W106 5,588 -2,686 -32.46 326 -35.45 0.0413
2023-05-11 2023-03-31 13F EVERGY COM 30034W106 8,274 8,274 506 0.0548
2023-02-01 2022-12-31 13F EVERGY COM 30034W106 0 -5,748 -100.00 0 -100.00
2022-10-20 2022-09-30 13F EVERGY COM 30034W106 5,748 1,852 47.54 341 34.25 0.0379
2022-08-02 2022-06-30 13F EVERGY COM 30034W106 3,896 3,896 254 0.0267
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.