埃弗吉公司
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership4,773,108 shares
Latest Disclosed Value $ 391,013,242
Morgan Stanley reports 23.22% increase in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 4,773,108 shares of Evergy, Inc. (US:EVRG) valued at $391,013,007 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,873,667 shares of Evergy, Inc.. This represents a change in shares of 23.22% during the quarter. The current value of the position is $390,869,814 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 COM 30034W106 4,773,108 899,441 23.22 391,013 39.25 0.0236
2026-05-27 2025-12-31 13F/A-1 EVERGY COM 30034W106 3,873,667 -771,713 -16.61 280,802 -20.48 0.0168
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 3,873,667 -771,713 280,802 0.0168
2026-05-27 2025-09-30 13F/A-1 EVERGY COM 30034W106 4,645,380 570,159 13.99 353,142 25.72 0.0214
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 4,645,380 570,159 353,142 0.0214
2025-08-15 2025-06-30 13F EVERGY COM 30034W106 4,075,221 207,375 5.36 280,905 5.33 0.0183
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 3,867,846 245,437 6.78 266,688 19.61 0.0191
2025-05-15 2024-12-31 13F/A-1 EVERGY COM 30034W106 3,622,409 313,325 9.47 222,959 8.66 0.0156
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 3,622,409 313,325 222,959 0.0156
2025-05-14 2024-09-30 13F/A-2 EVERGY COM 30034W106 3,309,084 -418,245 -11.22 205,196 3.93 0.0149
2025-02-14 2024-09-30 13F/A-1 EVERGY COM 30034W106 3,309,084 -418,245 205,196 0.0149
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 3,309,084 -418,245 205,196 0.0018
2025-05-14 2024-06-30 13F/A-2 EVERGY COM 30034W106 3,727,329 431,715 13.10 197,437 12.23 0.0153
2024-10-17 2024-06-30 13F/A-1 EVERGY COM 30034W106 3,727,329 431,715 197,437 0.0153
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 3,727,329 431,715 197,437 0.0153
2024-10-17 2024-03-31 13F/A-2 EVERGY COM 30034W106 3,295,614 112,696 3.54 175,920 5.88 0.0141
2024-08-16 2024-03-31 13F/A-1 EVERGY COM 30034W106 3,295,614 112,696 175,920 0.0017
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 3,295,614 112,696 175,920 0.0141
2024-08-16 2023-12-31 13F/A-1 EVERGY COM 30034W106 3,182,918 716,882 29.07 166,148 32.89 0.0146
2024-02-13 2023-12-31 13F EVERGY COM 30034W106 3,182,918 716,882 166,148 0.0146
2023-11-15 2023-09-30 13F EVERGY COM 30034W106 2,466,036 489,101 24.74 125,028 8.26 0.0127
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 1,976,935 69,231 3.63 115,493 -0.95 0.0114
2023-05-15 2023-03-31 13F EVERGY COM 30034W106 1,907,704 162,590 9.32 116,599 6.17 0.0125
2023-02-14 2022-12-31 13F EVERGY COM 30034W106 1,745,114 313,878 21.93 109,820 29.18 0.0125
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 1,431,236 -41,633 -2.83 85,016 -11.54 0.0116
2022-10-27 2022-06-30 13F/A-1 EVERGY COM 30034W106 1,472,869 611,541 71.00 96,105 63.27 0.0125
2022-08-15 2022-06-30 13F EVERGY COM 30034W106 1,472,869 611,541 96,105 0.0025
2022-10-27 2022-03-31 13F/A-1 EVERGY COM 30034W106 861,328 -113,613 -11.65 58,864 -12.00 0.0079
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 861,328 -113,613 58,864 0.0079
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 974,941 356,889 57.74 66,890 74.00 0.0083
2021-11-15 2021-09-30 13F EVERGY COM 30034W106 618,052 85,753 16.11 38,443 19.51 0.0052
2021-08-23 2021-06-30 13F/A-1 EVERGY COM 30034W106 532,299 140,195 35.75 32,168 37.81 0.0042
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 532,299 140,195 32,168 0.0009
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 392,104 -646,334 -62.24 23,343 -59.50 0.0034
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 1,038,438 -309,585 -22.97 57,643 -15.86 0.0089
2020-11-13 2020-09-30 13F EVERGY COM 30034W106 1,348,023 -710,715 -34.52 68,506 -43.88 0.0133
2020-08-14 2020-06-30 13F EVERGY COM 30034W106 2,058,738 -503,181 -19.64 122,062 -13.45 0.0270
2020-05-26 2020-03-31 13F/A-1 EVERGY COM 30034W106 2,561,919 544,438 26.99 141,034 7.40 0.0383
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 2,561,919 544,438 141,034 10,834.3513
2020-02-14 2019-12-31 13F EVERGY COM 30034W106 2,017,481 -3,311,621 -62.14 131,317 -62.98 0.0305
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 5,329,102 4,818,346 943.38 354,705 1,054.53 0.0939
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 510,756 202,513 65.70 30,723 71.70 0.0082
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 308,243 -735,461 -70.47 17,893 -69.80 0.0051
2019-02-14 2018-12-31 13F EVERGY COM 30034W106 1,043,704 -810,775 -43.72 59,250 -41.82 0.0177
2019-04-23 2018-09-30 13F/A-2 EVERGY COM 30034W106 1,854,479 728,308 64.67 101,847 61.06 0.0255
2018-11-20 2018-09-30 13F/A-1 EVERGY COM 30034W106 1,854,479 0 101,847 0.0255
2018-11-14 2018-09-30 13F EVERGY COM 30034W106 1,854,479 728,308 101,847
2019-04-23 2018-06-30 13F/A-1 EVERGY COM 30034W106 1,126,171 1,126,171 63,235 0.0171
2018-08-14 2018-06-30 13F EVERGY COM 30034W106 1,126,171 63,235 0.0171
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.