埃弗吉公司
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership48,445 shares
Latest Disclosed Value $ 3,968,615
Baird Financial Group, Inc. reports 1.60% increase in ownership of EVRG / Evergy, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 48,445 shares of Evergy, Inc. (MX:EVRG) valued at $3,968,615 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 47,682 shares of Evergy, Inc.. This represents a change in shares of 1.60% 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)
2026-05-14 2026-03-31 13F EVERGY COM 30034W106 48,445 763 1.60 3,969 14.81 0.0033
2026-02-13 2025-12-31 13F EVERGY INC COM COMMON 30034W106 47,682 214 0.45 3,456 -4.21 0.0054
2025-11-13 2025-09-30 13F EVERGY COMMON 30034W106 47,468 7,727 19.44 3,609 31.73 0.0058
2025-08-13 2025-06-30 13F EVERGY INC COM COMMON 30034W106 39,741 1,438 3.75 2,739 3.75 0.0048
2025-05-15 2025-03-31 13F EVERGY INC COM COMMON 30034W106 38,303 -3,854 -9.14 2,641 1.77 0.0051
2025-02-14 2024-12-31 13F EVERGY COMMON 30034W106 42,157 6,768 19.12 2,595 18.23 0.0050
2024-11-14 2024-09-30 13F EVERGY COMMON 30034W106 35,389 -1,496 -4.06 2,194 12.34 0.0043
2024-08-14 2024-06-30 13F EVERGY COMMON 30034W106 36,885 12,909 53.84 1,954 52.70 0.0041
2024-05-14 2024-03-31 13F EVERGY COMMON 30034W106 23,976 1,928 8.74 1,280 11.22 0.0027
2024-02-14 2023-12-31 13F EVERGY COMMON 30034W106 22,048 -1,037 -4.49 1,151 -1.71 0.0026
2023-11-13 2023-09-30 13F EVERGY COMMON 30034W106 23,085 1,172 5.35 1,170 -8.59 0.0032
2023-08-11 2023-06-30 13F EVERGY COMMON 30034W106 21,913 365 1.69 1,280 -2.81 0.0034
2023-05-15 2023-03-31 13F EVERGY COMMON 30034W106 21,548 2,302 11.96 1,317 131,600.00 0.0032
2023-02-13 2022-12-31 13F EVERGY COMMON 30034W106 19,246 569 3.05 1 -99.91 0.0032
2022-11-15 2022-09-30 13F EVERGY COMMON 30034W106 18,677 1,011 5.72 1,109 -3.82 0.0033
2022-08-08 2022-06-30 13F EVERGY COMMON 30034W106 17,666 313 1.80 1,153 -2.78 0.0032
2022-05-13 2022-03-31 13F EVERGY COMMON 30034W106 17,353 -16,498 -48.74 1,186 -48.95 0.0029
2022-02-09 2021-12-31 13F EVERGY INC COM COMMON 30034W106 33,851 -373 -1.09 2,323 9.11 0.0054
2021-11-12 2021-09-30 13F EVERGY INC COM COMMON 30034W106 34,224 -2,087 -5.75 2,129 -2.96 0.0054
2021-08-11 2021-06-30 13F EVERGY INC COM COMMON 30034W106 36,311 6,051 20.00 2,194 21.82 0.0057
2021-05-13 2021-03-31 13F EVERGY INC COM COMMON 30034W106 30,260 -2,905 -8.76 1,801 -2.17 0.0051
2021-02-11 2020-12-31 13F EVERGY COMMON 30034W106 33,165 -4,723 -12.47 1,841 -4.36 0.0055
2020-11-12 2020-09-30 13F EVERGY COMMON 30034W106 37,888 -13,151 -25.77 1,925 -36.38 0.0066
2020-10-22 2020-06-30 13F/A-1 EVERGY COMMON 30034W106 51,039 3,686 7.78 3,026 16.07 0.0114
2020-08-14 2020-06-30 13F EVERGY COMMON 30034W106 48,305 952 3,144 6,230.6937
2020-05-14 2020-03-31 13F EVERGY COMMON 30034W106 47,353 -2,480 -4.98 2,607 -19.64 0.0119
2020-02-14 2019-12-31 13F EVERGY COMMON 30034W106 49,833 421 0.85 3,244 -1.37 0.0116
2019-11-14 2019-09-30 13F EVERGY Common 30034W106 49,412 2,259 4.79 3,289 15.97 0.0130
2019-08-14 2019-06-30 13F EVERGY COMMON 30034W106 47,153 9,081 23.85 2,836 28.33 0.0110
2019-05-14 2019-03-31 13F EVERGY COMMON 30034W106 38,072 1,045 2.82 2,210 5.14 0.0129
2019-02-14 2018-12-31 13F EVERGY COMMON 30034W106 37,027 -832 -2.20 2,102 0.72 0.0143
2018-11-13 2018-09-30 13F Evergy COMMON 30034W106 37,859 22 0.06 2,087 -1.79 0.0131
2018-08-13 2018-06-30 13F EVERGY INC COM COMMON 30034W106 37,837 37,837 2,125 0.0144
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.