주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionHighTower Advisors, LLC
Latest Disclosed Ownership116,328 shares
Latest Disclosed Value $ 9,529,508
HighTower Advisors, LLC reports 1.93% increase in ownership of EVRG / Evergy, Inc.

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 116,328 shares of Evergy, Inc. (MX:EVRG) valued at $9,529,508 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 114,129 shares of Evergy, Inc.. This represents a change in shares of 1.93% 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)
2026-05-05 2026-03-31 13F EVERGY COM 30034W106 116,328 2,199 1.93 9,530 15.18 0.0101
2026-02-06 2025-12-31 13F EVERGY COM 30034W106 114,129 -2,698 -2.31 8,273 -6.85 0.0090
2025-11-07 2025-09-30 13F EVERGY COM 30034W106 116,827 -3,210 -2.67 8,881 7.34 0.0101
2025-08-11 2025-06-30 13F EVERGY COM 30034W106 120,037 -4,078 -3.29 8,274 -3.31 0.0104
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 124,115 26,086 26.61 8,558 41.84 0.0116
2025-02-07 2024-12-31 13F EVERGY COM 30034W106 98,029 843 0.87 6,034 0.05 0.0083
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 97,186 77,398 391.14 6,030 473.74 0.0086
2024-08-13 2024-06-30 13F EVERGY COM 30034W106 19,788 -6,139 -23.68 1,051 -24.39 0.0016
2024-05-06 2024-03-31 13F EVERGY COM 30034W106 25,927 -37,931 -59.40 1,390 -58.33 0.0023
2024-02-12 2023-12-31 13F EVERGY COM 30034W106 63,858 -720 -1.11 3,336 1.80 0.0056
2023-11-08 2023-09-30 13F EVERGY COM 30034W106 64,578 840 1.32 3,277 -12.03 0.0062
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 63,738 126 0.20 3,725 -4.22 0.0073
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 63,612 398 0.63 3,889 -2.48 0.0085
2023-02-09 2022-12-31 13F EVERGY COM 30034W106 63,214 36,816 139.47 3,988 155.15 0.0091
2022-11-09 2022-09-30 13F EVERGY COM 30034W106 26,398 2,250 9.32 1,563 -1.39 0.0042
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 24,148 -421 -1.71 1,585 -5.54 0.0041
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 24,569 -1,210 -4.69 1,678 -5.30 0.0037
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 25,779 1,572 6.49 1,772 17.43 0.0039
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 24,207 132 0.55 1,509 4.21 0.0040
2021-08-06 2021-06-30 13F EVERGY COM 30034W106 24,075 2,956 14.00 1,448 14.92 0.0042
2021-05-10 2021-03-31 13F EVERGY COM 30034W106 21,119 2,413 12.90 1,260 21.15 0.0040
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 18,706 2,423 14.88 1,040 26.37 0.0043
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 16,283 772 4.98 823 -10.74 0.0040
2020-08-10 2020-06-30 13F EVERGY COM 30034W106 15,511 -656 -4.06 922 3.25 0.0050
2020-05-21 2020-03-31 13F EVERGY COM 30034W106 16,167 -73 -0.45 893 -15.83 0.0058
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 16,240 -360 -2.17 1,061 -3.98 0.0063
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 16,600 -99 -0.59 1,105 10.28 0.0060
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 16,699 1,118 7.18 1,002 11.09 0.0060
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 15,581 656 4.40 902 6.37 0.0060
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 14,925 860 6.11 848 9.84 0.0065
2018-11-09 2018-09-30 13F EVERGY COM 30034W106 14,065 -240 -1.68 772 -3.86 0.0056
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 14,305 14,305 803 0.0063
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.