주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionLido Advisors, LLC
Latest Disclosed Ownership19,348 shares
Latest Disclosed Value $ 1,585,073
Lido Advisors, LLC reports 12.52% decrease in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 19,348 shares of Evergy, Inc. (MX:EVRG) valued at $1,585,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 22,116 shares of Evergy, Inc.. This represents a change in shares of -12.52% 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 19,348 -2,768 -12.52 1,585 -5.49 0.0048
2026-02-10 2025-12-31 13F EVERGY COM 30034W106 22,116 8 0.04 1,677 -0.18 0.0050
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 22,108 2,063 10.29 1,681 21.65 0.0053
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 20,045 -2,242 -10.06 1,382 -10.09 0.0054
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 22,287 -1,075 -4.60 1,537 6.89 0.0069
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 23,362 99 0.43 1,438 -0.35 0.0065
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 23,263 2,269 10.81 1,443 29.68 0.0072
2024-08-15 2024-06-30 13F EVERGY COM 30034W106 20,994 -12,009 -36.39 1,112 -36.85 0.0062
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 33,003 26,376 398.01 1,762 410.43 0.0104
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 6,627 440 7.11 346 10.22 0.0023
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 6,187 -698 -10.14 314 -22.14 0.0024
2023-08-09 2023-06-30 13F EVERGY COM 30034W106 6,885 -1,164 -14.46 402 -18.13 0.0029
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 8,049 2,952 57.92 492 53.44 0.0048
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 5,097 546 12.00 321 18.52 0.0039
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 4,551 294 6.91 270 -2.53 0.0034
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 4,257 67 1.60 277 -3.15 0.0037
2022-05-17 2022-03-31 13F EVERGY COM 30034W106 4,190 -33 -0.78 286 -1.04 0.0032
2022-02-15 2021-12-31 13F EVERGY COM 30034W106 4,223 -191 -4.33 289 5.47 0.0031
2022-02-15 2021-09-30 13F/A-1 EVERGY COM 30034W106 4,414 349 8.59 274 11.38 0.0038
2021-11-12 2021-09-30 13F EVERGY COM 30034W106 4,414 349 275 0.0036
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 4,065 55 1.37 246 2.93 0.0034
2021-05-13 2021-03-31 13F EVERGY COM 30034W106 4,010 -96 -2.34 239 5.29 0.0070
2021-02-08 2020-12-31 13F EVERGY COM 30034W106 4,106 4,106 227 0.0076
2020-11-12 2020-09-30 13F EVERGY COM 30034W106 0 -3,882 -100.00 0 -100.00
2020-08-12 2020-06-30 13F EVERGY COM 30034W106 3,882 0 0.00 230 7.48 0.0112
2020-05-13 2020-03-31 13F EVERGY COM 30034W106 3,882 53 1.38 214 -14.06 0.0138
2020-02-07 2019-12-31 13F EVERGY COM 30034W106 3,829 -7,878 -67.29 249 -68.04 0.0145
2019-11-12 2019-09-30 13F EVERGY COM 30034W106 11,707 702 6.38 779 17.85 0.0605
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 11,005 1,000 10.00 661 13.97 0.0559
2019-05-10 2019-03-31 13F EVERGY COM 30034W106 10,005 557 5.90 580 8.21 0.0518
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 9,448 5,638 147.98 536 156.46 0.0742
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 3,810 3,810 209 0.0270
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.