埃弗吉公司
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership10,218 shares
Latest Disclosed Value $ 837,120
AE Wealth Management LLC reports 24.03% increase in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 10,218 shares of Evergy, Inc. (US:EVRG) valued at $837,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 8,238 shares of Evergy, Inc.. This represents a change in shares of 24.03% during the quarter. The current value of the position is $836,752 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)
2026-05-13 2026-03-31 13F EVERGY COM 30034W106 10,218 1,980 24.03 837 40.20 0.0001
2026-01-26 2025-12-31 13F EVERGY COM 30034W106 8,238 791 10.62 597 5.48 0.0034
2025-11-03 2025-09-30 13F EVERGY COM 30034W106 7,447 732 10.90 566 22.51 0.0036
2025-08-06 2025-06-30 13F EVERGY COM 30034W106 6,715 522 8.43 463 8.20 0.0034
2025-05-06 2025-03-31 13F EVERGY COM 30034W106 6,193 129 2.13 427 14.48 0.0036
2025-02-13 2024-12-31 13F EVERGY COM 30034W106 6,064 672 12.46 373 11.68 0.0032
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 5,392 -21,445 -79.91 334 -76.50 0.0030
2024-08-12 2024-06-30 13F EVERGY COM 30034W106 26,837 19,253 253.86 1,422 251.73 0.0142
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 7,584 -29,905 -79.77 405 -78.34 0.0046
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 37,489 4,160 12.48 1,865 10.42 0.0095
2023-10-11 2023-09-30 13F EVERGY COM 30034W106 33,329 -627 -1.85 1,690 -14.83 0.0101
2023-07-10 2023-06-30 13F EVERGY COM 30034W106 33,956 398 1.19 1,984 -3.32 0.0119
2023-04-14 2023-03-31 13F EVERGY COM 30034W106 33,558 1,676 5.26 2,051 2.24 0.0132
2023-01-31 2022-12-31 13F EVERGY COM 30034W106 31,882 1,748 5.80 2,006 12.07 0.0145
2022-10-25 2022-09-30 13F EVERGY COM 30034W106 30,134 812 2.77 1,790 -6.43 0.0142
2022-08-03 2022-06-30 13F EVERGY COM 30034W106 29,322 -47 -0.16 1,913 -4.68 0.0153
2022-04-18 2022-03-31 13F EVERGY COM 30034W106 29,369 1,906 6.94 2,007 6.53 0.0138
2022-01-20 2021-12-31 13F EVERGY COM 30034W106 27,463 3,228 13.32 1,884 25.02 0.0131
2021-11-01 2021-09-30 13F EVERGY COM 30034W106 24,235 15,328 172.09 1,507 180.11 0.0124
2021-07-21 2021-06-30 13F EVERGY COM 30034W106 8,907 1,254 16.39 538 17.98 0.0047
2021-04-27 2021-03-31 13F EVERGY COM 30034W106 7,653 -1,405 -15.51 456 -9.34 0.0046
2021-02-01 2020-12-31 13F EVERGY COM 30034W106 9,058 634 7.53 503 17.52 0.0057
2020-11-06 2020-09-30 13F EVERGY COM 30034W106 8,424 1,127 15.44 428 -1.15 0.0061
2020-08-05 2020-06-30 13F EVERGY COM 30034W106 7,297 1,068 17.15 433 26.24 0.0067
2020-05-07 2020-03-31 13F EVERGY COM 30034W106 6,229 -223 -3.46 343 -18.33 0.0079
2020-01-15 2019-12-31 13F EVERGY COM 30034W106 6,452 458 7.64 420 5.26 0.0091
2019-11-05 2019-09-30 13F EVERGY COM 30034W106 5,994 922 18.18 399 30.82 0.0115
2019-07-22 2019-06-30 13F EVERGY COM 30034W106 5,072 968 23.59 305 28.15 0.0092
2019-05-14 2019-03-31 13F EVERGY COM 30034W106 4,104 41 1.01 238 3.03 0.0165
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 4,063 -44 -1.07 231 2.21 0.0395
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 4,107 4,107 226 0.0124
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.