주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionFinancial Partners Group, Inc
Latest Disclosed Ownership12,738 shares
Latest Disclosed Value $ 1,043,521
Financial Partners Group, Inc reports 0.59% decrease in ownership of EVRG / Evergy, Inc.

On April 10, 2026 - Financial Partners Group, Inc filed a 13F-HR form disclosing ownership of 12,738 shares of Evergy, Inc. (MX:EVRG) valued at $1,043,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 12,814 shares of Evergy, Inc.. This represents a change in shares of -0.59% 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)
2026-04-10 2026-03-31 13F EVERGY COM 30034W106 12,738 -76 -0.59 1,044 6.10 0.1248
2026-02-03 2025-12-31 13F EVERGY COM 30034W106 12,814 -4,896 -27.65 983 -26.97 0.1137
2025-10-17 2025-09-30 13F EVERGY COM 30034W106 17,710 96 0.55 1,346 10.87 0.1677
2025-07-15 2025-06-30 13F EVERGY COM 30034W106 17,614 -13 -0.07 1,214 -0.08 0.1679
2025-05-06 2025-03-31 13F EVERGY COM 30034W106 17,627 1,333 8.18 1,215 21.26 0.1876
2025-01-24 2024-12-31 13F EVERGY COM 30034W106 16,294 -1,592 -8.90 1,003 -9.65 0.1463
2024-10-30 2024-09-30 13F EVERGY COM 30034W106 17,886 -610 -3.30 1,109 13.28 0.1642
2024-07-19 2024-06-30 13F EVERGY COM 30034W106 18,496 1,858 11.17 980 10.25 0.1546
2024-05-07 2024-03-31 13F EVERGY COM 30034W106 16,638 -3,751 -18.40 888 -16.54 0.1416
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 20,389 25 0.12 1,064 5.98 0.1908
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 20,364 372 1.86 1,005 -12.31 0.2071
2023-08-08 2023-06-30 13F EVERGY COM 30034W106 19,992 4,776 31.39 1,146 23.12 0.2319
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 15,216 -1,091 -6.69 930 -7.00 0.2068
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 16,307 -1,080 -6.21 1,000 -3.19 0.2200
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 17,387 93 0.54 1,033 -8.42 0.2721
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 17,294 101 0.59 1,128 -4.00 0.2829
2022-04-29 2022-03-31 13F EVERGY COM 30034W106 17,193 82 0.48 1,175 5.67 0.2543
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 17,111 915 5.65 1,112 10.43 0.2430
2021-11-05 2021-09-30 13F EVERGY COM 30034W106 16,196 -176 -1.08 1,007 1.82 0.2372
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 16,372 1,191 7.85 989 9.40 0.2547
2021-05-04 2021-03-31 13F EVERGY COM 30034W106 15,181 276 1.85 904 13.14 0.2564
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 14,905 1,059 7.65 799 13.49 0.2391
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 13,846 73 0.53 704 -13.83 0.2418
2020-08-10 2020-06-30 13F/A-1 EVERGY COM 30034W106 13,773 1,181 9.38 817 25.31 0.3192
2020-08-06 2020-06-30 13F EVERGY COM 30034W106 13,773 1,181 817 306,310.2920
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 12,592 1,178 10.32 652 -20.87 0.4041
2020-02-10 2019-12-31 13F EVERGY COM 30034W106 11,414 1,897 19.93 824 30.17 0.3203
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 9,517 4,018 73.07 633 91.24 0.2814
2019-08-15 2019-06-30 13F EVERGY COM 30034W106 5,499 1,493 37.27 331 42.06 0.1555
2019-05-07 2019-03-31 13F EVERGY COM 30034W106 4,006 107 2.74 233 5.43 0.1260
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 3,899 -31 -0.79 221 2.31 0.1509
2018-11-02 2018-09-30 13F EVERGY COM 30034W106 3,930 121 3.18 216 0.93 0.1408
2018-08-03 2018-06-30 13F EVERGY COM 30034W106 3,809 3,809 214 0.1570
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.