埃弗吉公司
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership3,939 shares
Latest Disclosed Value $ 322,721
Beacon Pointe Advisors, LLC ownership in EVRG / Evergy, Inc.

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 3,939 shares of Evergy, Inc. (MX:EVRG) valued at $322,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 14, 2025 disclosing 0 shares of Evergy, Inc..

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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 3,939 3,939 323 0.0017
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 0 -3,301 -100.00 0 -100.00
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 3,301 227 7.38 228 7.58 0.0024
2025-05-13 2025-03-31 13F EVERGY COM 30034W106 3,074 3,074 212 0.0024
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 0 -3,413 -100.00 0 -100.00
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 3,413 3,413 212 0.0024
2024-05-14 2024-03-31 13F EVERGY COM 30034W106 0 -4,345 -100.00 0 -100.00
2024-02-08 2023-12-31 13F EVERGY COM 30034W106 4,345 188 4.52 227 7.62 0.0027
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 4,157 710 20.60 211 4.48 0.0026
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 3,447 -660 -16.07 201 -19.60 0.0033
2023-05-12 2023-03-31 13F EVERGY COM 30034W106 4,107 643 18.56 251 15.21 0.0043
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 3,464 3,464 218 0.0042
2022-08-11 2022-06-30 13F EVERGY COM 30034W106 0 -3,242 -100.00 0 -100.00
2022-05-17 2022-03-31 13F EVERGY COM 30034W106 3,242 3,242 222 0.0030
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 0 -3,911 -100.00 0 -100.00
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 3,911 3,911 243 0.0060
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.