埃弗吉公司
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership11,670 shares
Latest Disclosed Value $ 956,023
Integrated Wealth Concepts LLC ownership in EVRG / Evergy, Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 11,670 shares of Evergy, Inc. (US:EVRG) valued at $956,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 14, 2025 disclosing 0 shares of Evergy, Inc.. The current value of the position is $955,656 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)
2026-05-15 2026-03-31 13F EVERGY Common Stock 30034W106 11,670 11,670 956 0.0076
2025-08-14 2025-06-30 13F EVERGY Common Stock 30034W106 0 -10,016 -100.00 0 -100.00
2025-05-15 2025-03-31 13F EVERGY Common Stock 30034W106 10,016 -570 -5.38 691 5.99 0.0081
2025-02-14 2024-12-31 13F EVERGY Common Stock 30034W106 10,586 4,392 70.91 652 69.53 0.0076
2024-11-14 2024-09-30 13F EVERGY Common Stock 30034W106 6,194 88 1.44 384 18.89 0.0047
2024-08-14 2024-06-30 13F EVERGY Common Stock 30034W106 6,106 292 5.02 323 4.19 0.0044
2024-05-15 2024-03-31 13F EVERGY Common Stock 30034W106 5,814 -245 -4.04 310 -1.90 0.0045
2024-02-13 2023-12-31 13F EVERGY Common Stock 30034W106 6,059 -1,838 -23.27 316 -21.00 0.0052
2023-11-15 2023-09-30 13F EVERGY Common Stock 30034W106 7,897 -492 -5.86 400 -18.37 0.0071
2023-08-15 2023-06-30 13F EVERGY Common Stock 30034W106 8,389 3,122 59.27 490 0.0084
2023-05-03 2023-03-31 13F EVERGY Common Stock 30034W106 5,267 5,267 0 0.0066
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.