埃弗吉公司
IT ˙ BIT ˙ US30034W1062
€69.50 ↓ -3.00 (-4.14%)
2026-06-04
分享價格
SecurityIT:1EVRG / Evergy, Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership16,398 shares
Latest Disclosed Value $ 1,343,295
Allworth Financial LP reports 65.37% increase in ownership of 1EVRG / Evergy, Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 16,398 shares of Evergy, Inc. (IT:1EVRG) valued at $1,123,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,916 shares of Evergy, Inc.. This represents a change in shares of 65.37% during the quarter. The current value of the position is $1,139,661 USD.

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)
2026-05-14 2026-03-31 13F EVERGY COM 30034W106 16,398 6,482 65.37 1,343 87.05 0.0054
2026-02-05 2025-12-31 13F EVERGY COM 30034W106 9,916 54 0.55 719 -4.14 0.0029
2025-12-02 2025-09-30 13F EVERGY COM 30034W106 9,862 435 4.61 750 15.41 0.0033
2025-08-07 2025-06-30 13F EVERGY COM 30034W106 9,427 1,460 18.33 650 19.52 0.0031
2025-04-30 2025-03-31 13F EVERGY COM 30034W106 7,967 -8 -0.10 544 8.38 0.0031
2025-01-30 2024-12-31 13F EVERGY COM 30034W106 7,975 3,654 84.56 501 87.64 0.0028
2024-10-23 2024-09-30 13F EVERGY COM 30034W106 4,321 1,246 40.52 268 57.06 0.0016
2024-07-24 2024-06-30 13F EVERGY COM 30034W106 3,075 -550 -15.17 170 -11.92 0.0011
2024-04-25 2024-03-31 13F EVERGY COM 30034W106 3,625 -1,602 -30.65 194 -29.04 0.0014
2024-01-24 2023-12-31 13F EVERGY COM 30034W106 5,227 682 15.01 273 18.26 0.0021
2023-10-31 2023-09-30 13F EVERGY COM 30034W106 4,545 202 4.65 230 -9.09 0.0020
2023-07-18 2023-06-30 13F EVERGY COM 30034W106 4,343 2,480 133.12 254 123.89 0.0022
2023-04-18 2023-03-31 13F EVERGY COM 30034W106 1,863 106 6.03 114 2.73 0.0011
2023-01-13 2022-12-31 13F EVERGY COM 30034W106 1,757 -109 -5.84 111 -0.90 0.0012
2022-11-14 2022-09-30 13F/A-1 EVERGY COM 30034W106 1,866 217 13.16 111 2.78 0.0014
2022-10-18 2022-09-30 13F EVERGY COM 30034W106 1,866 217 111 0.0014
2022-07-13 2022-06-30 13F EVERGY COM 30034W106 1,649 0 0.00 108 -4.42 0.0015
2022-04-22 2022-03-31 13F EVERGY COM 30034W106 1,649 0 0.00 113 0.00 0.0014
2022-01-21 2021-12-31 13F EVERGY COM 30034W106 1,649 6 0.37 113 10.78 0.0016
2021-11-02 2021-09-30 13F EVERGY COM 30034W106 1,643 0 0.00 102 3.03 0.0017
2021-08-02 2021-06-30 13F EVERGY COM 30034W106 1,643 -80 -4.64 99 -3.88 0.0018
2021-04-29 2021-03-31 13F EVERGY COM 30034W106 1,723 80 4.87 103 13.19 0.0021
2021-01-26 2020-12-31 13F EVERGY COM 30034W106 1,643 -120 -6.81 91 1.11 0.0024
2020-11-03 2020-09-30 13F EVERGY COM 30034W106 1,763 -263 -12.98 90 -25.00 0.0027
2020-07-24 2020-06-30 13F EVERGY COM 30034W106 2,026 119 6.24 120 14.29 0.0037
2020-04-17 2020-03-31 13F EVERGY COM 30034W106 1,907 264 16.07 105 -1.87 0.0035
2020-01-16 2019-12-31 13F EVERGY COM 30034W106 1,643 0 0.00 107 -1.83 0.0038
2019-10-09 2019-09-30 13F EVERGY COM 30034W106 1,643 0 0.00 109 10.10 0.0042
2019-07-25 2019-06-30 13F EVERGY COM 30034W106 1,643 0 0.00 99 4.21 0.0039
2019-05-07 2019-03-31 13F EVERGY COM 30034W106 1,643 -520 -24.04 95 -22.76 0.0041
2019-02-11 2018-12-31 13F EVERGY COM 30034W106 2,163 0 0.00 123 3.36 0.0061
2018-10-29 2018-09-30 13F EVERGY COM 30034W106 2,163 -175 -7.49 119 -9.16 0.0054
2018-08-08 2018-06-30 13F EVERGY COM 30034W106 2,338 2,338 131 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.