埃弗吉公司
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionRockland Trust Co
Latest Disclosed Ownership10,105 shares
Latest Disclosed Value $ 827,802
Rockland Trust Co reports 0.14% decrease in ownership of EVRG / Evergy, Inc.

On April 16, 2026 - Rockland Trust Co filed a 13F-HR form disclosing ownership of 10,105 shares of Evergy, Inc. (MX:EVRG) valued at $827,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 10,119 shares of Evergy, Inc.. This represents a change in shares of -0.14% 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)
2026-04-16 2026-03-31 13F EVERGY COM 30034W106 10,105 -14 -0.14 828 12.82 0.0309
2026-01-15 2025-12-31 13F EVERGY COM 30034W106 10,119 -4,902 -32.63 734 -35.76 0.0289
2025-11-06 2025-09-30 13F EVERGY COM 30034W106 15,021 -103 -0.68 1,142 9.50 0.0468
2025-07-10 2025-06-30 13F EVERGY COM 30034W106 15,124 -12 -0.08 1,042 -0.10 0.0508
2025-04-16 2025-03-31 13F EVERGY COM 30034W106 15,136 -849 -5.31 1,044 6.10 0.0525
2025-01-14 2024-12-31 13F Evergy COM 30034W106 15,985 -825 -4.91 984 -5.66 0.0500
2024-10-03 2024-09-30 13F Evergy COM 30034W106 16,810 596 3.68 1,042 21.45 0.0513
2024-07-23 2024-06-30 13F Evergy COM 30034W106 16,214 400 2.53 859 1.66 0.0453
2024-04-11 2024-03-31 13F Evergy COM 30034W106 15,814 1,087 7.38 844 9.90 0.0445
2024-01-11 2023-12-31 13F Evergy COM 30034W106 14,727 14,727 769 0.0421
2023-10-26 2023-09-30 13F Evergy COM 30034W106 0 -3,961 -100.00 0 -100.00
2023-07-27 2023-06-30 13F Evergy COM 30034W106 3,961 -326 -7.60 231 -11.83 0.0138
2023-04-24 2023-03-31 13F Evergy COM 30034W106 4,287 -1,125 -20.79 262 0.0165
2023-01-24 2022-12-31 13F Evergy COM 30034W106 5,412 -1,209 -18.26 0 -100.00 0.0217
2022-10-19 2022-09-30 13F Evergy COM 30034W106 6,621 -3,638 -35.46 393 -41.26 0.0280
2022-07-13 2022-06-30 13F Evergy COM 30034W106 10,259 -12,809 -55.53 669 -57.55 0.0463
2022-04-18 2022-03-31 13F Evergy COM 30034W106 23,068 -21,702 -48.47 1,576 -48.70 0.1003
2022-01-27 2021-12-31 13F Evergy COM 30034W106 44,770 -15,680 -25.94 3,072 -18.30 0.1957
2021-10-25 2021-09-30 13F Evergy COM 30034W106 60,450 -126,830 -67.72 3,760 -66.78 0.2622
2021-07-21 2021-06-30 13F Evergy COM 30034W106 187,280 -5,960 -3.08 11,317 -1.63 0.7823
2021-04-22 2021-03-31 13F Evergy COM 30034W106 193,240 2,953 1.55 11,504 8.91 0.8284
2021-01-04 2020-12-31 13F Evergy COM 30034W106 190,287 8,250 4.53 10,563 14.18 0.8205
2020-10-08 2020-09-30 13F Evergy COM 30034W106 182,037 1,472 0.82 9,251 -13.59 0.7948
2020-07-09 2020-06-30 13F Evergy COM 30034W106 180,565 1,540 0.86 10,706 8.64 0.9621
2020-04-16 2020-03-31 13F Evergy COM 30034W106 179,025 1,559 0.88 9,855 -14.69 1.0033
2020-01-06 2019-12-31 13F Evergy COM 30034W106 177,466 5,515 3.21 11,552 2.74 0.9513
2019-10-11 2019-09-30 13F Evergy COM 30034W106 171,951 1,156 0.68 11,244 9.45 1.0223
2019-07-05 2019-06-30 13F EVERGY COMMON STOCK 30034W106 170,795 6,209 3.77 10,273 7.53 1.0182
2019-04-08 2019-03-31 13F EVERGY COMMON STOCK 30034W106 164,586 926 0.57 9,554 2.83 1.0129
2019-01-16 2018-12-31 13F EVERGY COMMON STOCK 30034W106 163,660 -1,825 -1.10 9,291 2.23 1.1397
2018-10-05 2018-09-30 13F EVERGY COMMON STOCK 30034W106 165,485 -3,413 -2.02 9,088 -4.18 1.1104
2018-07-06 2018-06-30 13F EVERGY COMMON STOCK 30034W106 168,898 168,898 9,484 1.2251
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.