주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership1,467,647 shares
Latest Disclosed Value $ 120,229,612
First Trust Advisors Lp reports 22.66% decrease in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 1,467,647 shares of Evergy, Inc. (MX:EVRG) valued at $120,229,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,897,624 shares of Evergy, Inc.. This represents a change in shares of -22.66% 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)
2026-05-13 2026-03-31 13F EVERGY COM 30034W106 1,467,647 -429,977 -22.66 120,230 -12.60 0.0859
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 1,897,624 -81,129 -4.10 137,559 -8.55 0.1000
2025-11-12 2025-09-30 13F EVERGY COM 30034W106 1,978,753 -50,679 -2.50 150,425 7.53 0.1118
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 2,029,432 -47,768 -2.30 139,889 -2.33 0.1125
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 2,077,200 688,263 49.55 143,223 67.53 0.1269
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 1,388,937 -36,828 -2.58 85,489 -3.31 0.0754
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 1,425,765 -81,497 -5.41 88,412 10.74 0.0842
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 1,507,262 -482,762 -24.26 79,840 -24.84 0.0814
2024-05-13 2024-03-31 13F EVERGY COM 30034W106 1,990,024 -105,827 -5.05 106,227 -2.90 0.1078
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 2,095,851 30,118 1.46 109,403 4.46 0.1194
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 2,065,733 48,641 2.41 104,733 -11.12 0.1241
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 2,017,092 308,276 18.04 117,839 12.83 0.1340
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 1,708,816 38,256 2.29 104,443 -0.66 0.1206
2023-02-09 2022-12-31 13F EVERGY COM 30034W106 1,670,560 90,886 5.75 105,133 12.04 0.1250
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 1,579,674 -156,870 -9.03 93,832 -17.19 0.1217
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 1,736,544 77,792 4.69 113,310 -0.04 0.1399
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 1,658,752 33,118 2.04 113,359 1.64 0.1160
2022-02-08 2021-12-31 13F EVERGY COM 30034W106 1,625,634 310,433 23.60 111,535 36.34 0.1085
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 1,315,201 88,057 7.18 81,806 10.32 0.0880
2021-10-12 2021-06-30 13F/A-1 EVERGY COM 30034W106 1,227,144 -114,230 -8.52 74,156 -7.13 0.0803
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 1,233,769 -107,605 74,557 0.0769
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 1,341,374 -69,024 -4.89 79,852 1.99 0.0967
2021-02-02 2020-12-31 13F EVERGY COM 30034W106 1,410,398 159,712 12.77 78,291 23.18 0.1037
2020-11-05 2020-09-30 13F EVERGY COM 30034W106 1,250,686 51,522 4.30 63,560 -10.60 0.1018
2020-07-22 2020-06-30 13F EVERGY COM 30034W106 1,199,164 -289,401 -19.44 71,098 -13.24 0.1232
2020-05-06 2020-03-31 13F EVERGY COM 30034W106 1,488,565 -379,095 -20.30 81,946 -32.59 0.1857
2020-02-03 2019-12-31 13F EVERGY COM 30034W106 1,867,660 433,703 30.25 121,566 27.37 0.2076
2019-11-04 2019-09-30 13F EVERGY COM 30034W106 1,433,957 168,480 13.31 95,444 25.39 0.1797
2019-07-30 2019-06-30 13F EVERGY COM 30034W106 1,265,477 317,303 33.46 76,118 38.29 0.1435
2019-06-19 2019-03-31 13F/A-1 EVERGY COM 30034W106 948,174 113,874 13.65 55,042 16.21 0.1095
2019-05-09 2019-03-31 13F EVERGY COM 30034W106 948,174 113,874 55,042
2019-02-07 2018-12-31 13F EVERGY COM 30034W106 834,300 60,605 7.83 47,363 11.47 0.1123
2018-10-25 2018-09-30 13F EVERGY COM 30034W106 773,695 505,183 188.14 42,491 181.83 0.0791
2018-08-02 2018-06-30 13F EVERGY COM 30034W106 268,512 268,512 15,077 0.0313
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.