埃弗吉公司
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership116,560 shares
Latest Disclosed Value $ 9,548,595
Mackenzie Financial Corp reports 13.74% decrease in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 116,560 shares of Evergy, Inc. (US:EVRG) valued at $9,548,595 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 135,128 shares of Evergy, Inc.. This represents a change in shares of -13.74% during the quarter. The current value of the position is $9,545,098 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 116,560 -18,568 -13.74 9,549 -3.27 0.0115
2026-02-18 2025-12-31 13F EVERGY COM 30034W106 135,128 -15,039 -10.01 9,872 -13.53 0.0117
2025-11-13 2025-09-30 13F EVERGY COM 30034W106 150,167 11,279 8.12 11,416 19.24 0.0138
2025-08-13 2025-06-30 13F EVERGY COM 30034W106 138,888 -274,598 -66.41 9,574 -66.42 0.0124
2025-05-07 2025-03-31 13F EVERGY COM 30034W106 413,486 257,248 164.65 28,510 196.47 0.0405
2025-05-02 2024-12-31 13F/A-2 EVERGY COM 30034W106 156,238 43,289 38.33 9,616 37.31 0.0131
2025-02-20 2024-12-31 13F/A-1 EVERGY COM 30034W106 156,238 43,289 9,616 0.0125
2025-02-14 2024-12-31 13F Evergy Common Stock 30034W106 156,238 43,289 9,566 0.0137
2024-11-13 2024-09-30 13F EVERGY COM 30034W106 112,949 -10,578 -8.56 7,004 7.03 0.0097
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 123,527 -9,559 -7.18 6,543 -7.90 0.0097
2024-05-10 2024-03-31 13F EVERGY COM 30034W106 133,086 12,841 10.68 7,104 13.19 0.0102
2024-01-30 2023-12-31 13F EVERGY COM 30034W106 120,245 -109,727 -47.71 6,277 -44.30 0.0095
2023-10-25 2023-09-30 13F EVERGY COM 30034W106 229,972 11,790 5.40 11,269 -12.17 0.0189
2023-08-03 2023-06-30 13F EVERGY COM 30034W106 218,182 88,185 67.84 12,829 61.47 0.0195
2023-04-24 2023-03-31 13F EVERGY COM 30034W106 129,997 4,476 3.57 7,945 0.58 0.0123
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 125,521 86,753 223.77 7,899 242.99 0.0132
2022-10-07 2022-09-30 13F Evergy Common Stock 30034W106 38,768 617 1.62 2,303 -7.47 0.0040
2022-08-10 2022-06-30 13F EVERGY COM 30034W106 38,151 2,091 5.80 2,489 1.01 0.0040
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 36,060 7,480 26.17 2,464 25.65 0.0033
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 28,580 -4,849 -14.51 1,961 -5.68 0.0026
2021-11-08 2021-09-30 13F EVERGY COM 30034W106 33,429 6,188 22.72 2,079 26.31 0.0029
2021-08-11 2021-06-30 13F EVERGY COM 30034W106 27,241 -9,819 -26.49 1,646 -25.39 0.0023
2021-05-14 2021-03-31 13F EVERGY COM 30034W106 37,060 -190,370 -83.70 2,206 -82.53 0.0034
2021-02-10 2020-12-31 13F EVERGY COM 30034W106 227,430 -26,753 -10.53 12,625 -2.27 0.0273
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 254,183 216,173 568.73 12,918 473.11 0.0321
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 38,010 -2,343 -5.81 2,254 1.49 0.0060
2020-05-14 2020-03-31 13F EVERGY COM 30034W106 40,353 -7,777 -16.16 2,221 -29.11 0.0071
2020-02-13 2019-12-31 13F EVERGY COM 30034W106 48,130 26,429 121.79 3,133 116.97 0.0077
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 21,701 -7,115 -24.69 1,444 -16.68 0.0038
2019-08-23 2019-06-30 13F/A-1 EVERGY COM 30034W106 28,816 1,422 5.19 1,733 8.99 0.0045
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 28,816 1,422 1,733
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 27,394 -70,266 -71.95 1,590 -71.32 0.0038
2019-02-06 2018-12-31 13F EVERGY COM 30034W106 97,660 93,471 2,231.34 5,544 2,310.43 0.0146
2018-11-15 2018-09-30 13F EVERGY COM 30034W106 4,189 4,189 230 0.0006
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.