주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership67,383 shares
Latest Disclosed Value $ 5,520,040
Pnc Financial Services Group, Inc. reports 7.09% increase in ownership of EVRG / Evergy, Inc.

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 67,383 shares of Evergy, Inc. (MX:EVRG) valued at $5,520,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 62,923 shares of Evergy, Inc.. This represents a change in shares of 7.09% 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)
2026-05-08 2026-03-31 13F EVERGY COM 30034W106 67,383 4,460 7.09 5,520 21.03 0.0032
2026-02-06 2025-12-31 13F EVERGY COM 30034W106 62,923 4,454 7.62 4,561 2.63 0.0025
2025-11-07 2025-09-30 13F EVERGY COM 30034W106 58,469 841 1.46 4,445 11.88 0.0027
2025-08-08 2025-06-30 13F EVERGY COM 30034W106 57,628 -8,725 -13.15 3,972 -13.18 0.0026
2025-05-09 2025-03-31 13F EVERGY COM 30034W106 66,353 1,610 2.49 4,575 14.83 0.0024
2025-02-07 2024-12-31 13F EVERGY COM 30034W106 64,743 355 0.55 3,985 -0.20 0.0027
2024-11-08 2024-09-30 13F EVERGY COM 30034W106 64,388 13,036 25.39 3,993 46.76 0.0025
2024-08-09 2024-06-30 13F EVERGY COM 30034W106 51,352 -848 -1.62 2,720 -2.37 0.0018
2024-05-10 2024-03-31 13F EVERGY COM 30034W106 52,200 17,306 49.60 2,786 52.99 0.0019
2024-03-22 2023-12-31 13F/A-1 EVERGY COM 30034W106 34,894 13,493 63.05 1,821 67.83 0.0014
2024-02-09 2023-12-31 13F EVERGY COM 30034W106 34,894 13,493 1,821 0.0003
2023-11-13 2023-09-30 13F EVERGY COM 30034W106 21,401 808 3.92 1,085 -9.81 0.0009
2023-08-11 2023-06-30 13F EVERGY COM 30034W106 20,593 -101 -0.49 1,203 -4.83 0.0010
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 20,694 1,430 7.42 1,265 4.29 0.0011
2023-02-10 2022-12-31 13F EVERGY COM 30034W106 19,264 4,482 30.32 1,212 37.73 0.0012
2022-11-10 2022-09-30 13F EVERGY COM 30034W106 14,782 355 2.46 880 -6.58 0.0009
2022-08-12 2022-06-30 13F EVERGY COM 30034W106 14,427 229 1.61 942 -2.79 0.0009
2022-05-12 2022-03-31 13F EVERGY COM 30034W106 14,198 179 1.28 969 0.73 0.0008
2022-02-11 2021-12-31 13F EVERGY Common Stock 30034W106 14,019 18 0.13 962 10.32 0.0008
2021-11-05 2021-09-30 13F EVERGY Common Stock 30034W106 14,001 -1,087 -7.20 872 -4.49 0.0008
2021-08-06 2021-06-30 13F EVERGY Common Stock 30034W106 15,088 -1,700 -10.13 913 -8.70 0.0008
2021-05-07 2021-03-31 13F EVERGY Common Stock 30034W106 16,788 1,532 10.04 1,000 17.92 0.0010
2021-02-12 2020-12-31 13F EVERGY Common Stock 30034W106 15,256 -855 -5.31 848 3.79 0.0009
2020-11-06 2020-09-30 13F EVERGY Common Stock 30034W106 16,111 -2,737 -14.52 817 -26.86 0.0010
2020-08-28 2020-06-30 13F/A-1 EVERGY Common Stock 30034W106 18,848 -1,615 -7.89 1,117 -0.80 0.0015
2020-08-07 2020-06-30 13F EVERGY Common Stock 30034W106 18,848 -1,615 1,117 231.9321
2020-05-08 2020-03-31 13F EVERGY Common Stock 30034W106 20,463 2,085 11.35 1,126 -5.93 0.0014
2020-02-07 2019-12-31 13F EVERGY Common Stock 30034W106 18,378 12 0.07 1,197 -1.97 0.0012
2019-11-08 2019-09-30 13F EVERGY Common Stock 30034W106 18,366 574 3.23 1,221 14.11 0.0012
2019-08-09 2019-06-30 13F EVERGY Common Stock 30034W106 17,792 359 2.06 1,070 5.73 0.0010
2019-05-10 2019-03-31 13F EVERGY Common Stock 30034W106 17,433 219 1.27 1,012 3.37 0.0010
2019-02-08 2018-12-31 13F EVERGY Common Stock 30034W106 17,214 539 3.23 979 6.99 0.0011
2018-11-09 2018-09-30 13F EVERGY Common Stock 30034W106 16,675 -5,663 -25.35 915 -26.98 0.0009
2018-08-10 2018-06-30 13F EVERGY Common Stock 30034W106 22,338 22,338 1,253 0.0012
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.