주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionHsbc Holdings Plc
Latest Disclosed Ownership637,262 shares
Latest Disclosed Value $ 52,174,917
Hsbc Holdings Plc reports 47.56% decrease in ownership of EVRG / Evergy, Inc.

On April 30, 2026 - Hsbc Holdings Plc filed a 13F-HR form disclosing ownership of 637,262 shares of Evergy, Inc. (MX:EVRG) valued at $52,174,917 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 20, 2026 disclosing 1,215,208 shares of Evergy, Inc.. This represents a change in shares of -47.56% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F EVERGY COM 30034W106 637,262 -577,946 -47.56 52,175 -40.79 0.0036
2026-03-20 2025-12-31 13F/A-1 EVERGY COM 30034W106 1,215,208 237,046 24.23 88,119 18.48 0.0048
2026-03-06 2025-12-31 13F EVERGY COM 30034W106 1,215,208 237,046 24.23 88,119 18.48 0.0040
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 978,162 135,865 16.13 74,378 28.15 0.0410
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 842,297 237,178 39.20 58,040 39.43 0.0349
2025-05-14 2025-03-31 13F EVERGY COM 30034W106 605,119 -177,757 -22.71 41,627 -13.50 0.0257
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 782,876 -66,004 -7.78 48,123 -8.48 0.0280
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 848,880 8,357 0.99 52,581 17.80 0.0306
2024-08-12 2024-06-30 13F EVERGY COM 30034W106 840,523 -277,443 -24.82 44,636 -25.17 0.0273
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 1,117,966 100,182 9.84 59,652 12.55 0.0404
2024-02-12 2023-12-31 13F EVERGY COM 30034W106 1,017,784 542,175 114.00 53,002 120.21 0.0462
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 475,609 166,302 53.77 24,069 33.15 0.0250
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 309,307 43,693 16.45 18,076 11.58 0.0184
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 265,614 -99,308 -27.21 16,200 -29.36 0.0194
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 364,922 176,966 94.15 22,932 102.79 0.0264
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 187,956 -36,902 -16.41 11,308 -23.11 0.0184
2022-08-11 2022-06-30 13F EVERGY COM 30034W106 224,858 22,571 11.16 14,707 6.31 0.0205
2022-05-16 2022-03-31 13F EVERGY COM 30034W106 202,287 -17,463 -7.95 13,834 -8.18 0.0168
2022-02-11 2021-12-31 13F EVERGY COM 30034W106 219,750 6,469 3.03 15,066 12.56 0.0139
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 213,281 28,172 15.22 13,385 19.49 0.0135
2021-08-13 2021-06-30 13F EVERGY COM 30034W106 185,109 -537 -0.29 11,202 1.44 0.0119
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 185,646 -444,615 -70.54 11,043 -68.12 0.0130
2021-02-25 2020-12-31 13F/A-1 EVERGY COM 30034W106 630,261 404,913 179.68 34,636 203.37 0.0462
2021-02-12 2020-12-31 13F EVERGY COM 30034W106 630,261 404,913 34,636 8,223.8595
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 225,348 95,975 74.18 11,417 48.83 0.0182
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 129,373 -25,170 -16.29 7,671 -10.26 0.0146
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 154,543 -73,114 -32.12 8,548 -41.46 0.0199
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 227,657 -51,701 -18.51 14,601 -21.47 0.0254
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 279,358 124,483 80.38 18,594 99.61 0.0347
2019-08-13 2019-06-30 13F EVERGY COM 30034W106 154,875 -136,247 -46.80 9,315 -44.88 0.0177
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 291,122 121,299 71.43 16,900 75.31 0.0308
2019-02-13 2018-12-31 13F EVERGY COM 30034W106 169,823 -76,066 -30.94 9,640 -28.61 0.0178
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 245,889 125,190 103.72 13,504 99.26 0.0217
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 120,699 120,699 6,777 0.0121
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.