주식회사 에버리
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership19,889 shares
Latest Disclosed Value $ 1,629,309
Private Advisor Group, LLC reports 1.54% decrease in ownership of EVRG / Evergy, Inc.

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 19,889 shares of Evergy, Inc. (MX:EVRG) valued at $1,629,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,201 shares of Evergy, Inc.. This represents a change in shares of -1.54% 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)
2026-04-24 2026-03-31 13F EVERGY COM 30034W106 19,889 -312 -1.54 1,629 11.27 0.0072
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 20,201 1,053 5.50 1,464 0.62 0.0066
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 19,148 -141 -0.73 1,456 9.48 0.0072
2025-08-11 2025-06-30 13F EVERGY COM 30034W106 19,289 1,242 6.88 1,330 6.83 0.0072
2025-05-05 2025-03-31 13F EVERGY COM 30034W106 18,047 1,021 6.00 1,244 18.82 0.0075
2025-02-03 2024-12-31 13F EVERGY COM 30034W106 17,026 3,025 21.61 1,048 20.62 0.0059
2024-10-22 2024-09-30 13F EVERGY COM 30034W106 14,001 481 3.56 868 21.23 0.0054
2024-08-05 2024-06-30 13F EVERGY COM 30034W106 13,520 -807 -5.63 716 -6.28 0.0048
2024-04-30 2024-03-31 13F EVERGY COM 30034W106 14,327 11 0.08 765 2.28 0.0055
2024-02-06 2023-12-31 13F EVERGY COM 30034W106 14,316 -2,788 -16.30 747 -13.84 0.0058
2023-11-03 2023-09-30 13F EVERGY COM 30034W106 17,104 1,744 11.35 867 -4.09 0.0077
2023-08-10 2023-06-30 13F EVERGY COM 30034W106 15,360 1,582 11.48 905 7.36 0.0079
2023-05-10 2023-03-31 13F EVERGY COM 30034W106 13,778 13,778 842 0.0080
2023-01-18 2022-12-31 13F EVERGY COM 30034W106 0 -8,497 -100.00 0 -100.00
2022-10-14 2022-09-30 13F EVERGY COM 30034W106 8,497 -5,840 -40.73 505 -45.99 0.0058
2022-07-13 2022-06-30 13F EVERGY COM 30034W106 14,337 1,786 14.23 935 8.97 0.0083
2022-05-12 2022-03-31 13F/A-1 EVERGY COM 30034W106 12,551 844 7.21 858 6.72 0.0066
2022-05-10 2022-03-31 13F EVERGY COM 30034W106 11,707 0 804 0.0060
2022-02-10 2021-12-31 13F EVERGY COM 30034W106 11,707 -3,475 -22.89 804 -14.83 0.0060
2021-10-14 2021-09-30 13F EVERGY COM 30034W106 15,182 7,011 85.80 944 91.09 0.0060
2021-08-12 2021-06-30 13F EVERGY COM 30034W106 8,171 176 2.20 494 3.78 0.0043
2021-04-22 2021-03-31 13F EVERGY COM 30034W106 7,995 -2,119 -20.95 476 -15.15 0.0045
2021-04-01 2020-12-31 13F EVERGY COM 30034W106 10,114 197 1.99 561 11.31 0.0058
2020-11-02 2020-09-30 13F EVERGY COM 30034W106 9,917 -1,476 -12.96 504 -25.44 0.0066
2020-08-17 2020-06-30 13F EVERGY COM 30034W106 11,393 352 3.19 676 11.18 0.0094
2020-05-12 2020-03-31 13F EVERGY COM 30034W106 11,041 -378 -3.31 608 -18.17 0.0112
2020-02-10 2019-12-31 13F EVERGY COM 30034W106 11,419 2,598 29.45 743 26.58 0.0115
2019-11-13 2019-09-30 13F EVERGY COM 30034W106 8,821 -11,031 -55.57 587 -50.84 0.0091
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 19,852 9,888 99.24 1,194 106.57 0.0216
2019-05-13 2019-03-31 13F EVERGY COM 30034W106 9,964 -288 -2.81 578 -0.69 0.0114
2019-02-08 2018-12-31 13F EVERGY COM 30034W106 10,252 90 0.89 582 4.30 0.0140
2018-11-01 2018-09-30 13F EVERGY COM 30034W106 10,162 3,019 42.27 558 37.78 0.0114
2018-08-09 2018-06-30 13F EVERGY COM 30034W106 7,143 7,143 405 0.0066
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.