Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership3,641 shares
Latest Disclosed Value $ 298,271
Gradient Investments LLC reports 0.33% decrease in ownership of EVRG / Evergy, Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 3,641 shares of Evergy, Inc. (MX:EVRG) valued at $298,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 3,653 shares of Evergy, Inc.. This represents a change in shares of -0.33% 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)
2026-04-13 2026-03-31 13F EVERGY COM 30034W106 3,641 -12 -0.33 298 12.88 0.0046
2026-01-08 2025-12-31 13F EVERGY COM 30034W106 3,653 -30 -0.81 265 -5.38 0.0042
2025-10-06 2025-09-30 13F EVERGY COM 30034W106 3,683 -1,213 -24.78 280 -17.21 0.0047
2025-07-08 2025-06-30 13F EVERGY COM 30034W106 4,896 1,235 33.73 337 33.73 0.0062
2025-04-09 2025-03-31 13F EVERGY COM 30034W106 3,661 3,661 252 0.0051
2024-10-15 2024-09-30 13F EVERGY COM 30034W106 0 -112 -100.00 0 -100.00
2024-07-18 2024-06-30 13F EVERGY COM 30034W106 112 52 86.67 6 66.67 0.0001
2024-04-23 2024-03-31 13F EVERGY COM 30034W106 60 -579 -90.61 3 -90.91 0.0001
2024-01-18 2023-12-31 13F EVERGY COM 30034W106 639 -490 -43.40 33 -42.11 0.0008
2023-10-27 2023-09-30 13F EVERGY COM 30034W106 1,129 481 74.23 57 54.05 0.0015
2023-07-11 2023-06-30 13F EVERGY COM 30034W106 648 -44 -6.36 38 -11.90 0.0010
2023-04-17 2023-03-31 13F EVERGY COM 30034W106 692 -13 -1.84 42 -4.55 0.0012
2023-01-10 2022-12-31 13F EVERGY COM 30034W106 705 76 12.08 44 18.92 0.0014
2022-10-14 2022-09-30 13F EVERGY COM 30034W106 629 0 0.00 37 -9.76 0.0011
2022-07-11 2022-06-30 13F EVERGY COM 30034W106 629 -299 -32.22 41 -34.92 0.0012
2022-05-26 2022-03-31 13F EVERGY COM 30034W106 928 10 1.09 63 0.00 0.0016
2022-01-12 2021-12-31 13F EVERGY COM 30034W106 918 0 0.00 63 10.53 0.0016
2021-10-18 2021-09-30 13F EVERGY COM 30034W106 918 -40 -4.18 57 -1.72 0.0016
2021-07-12 2021-06-30 13F EVERGY COM 30034W106 958 0 0.00 58 1.75 0.0017
2021-04-21 2021-03-31 13F EVERGY COM 30034W106 958 -52 -5.15 57 11.76 0.0019
2021-01-08 2020-12-31 13F EVERGY COM 30034W106 1,010 0 0.00 51 0.00 0.0022
2020-10-06 2020-09-30 13F EVERGY COM 30034W106 1,010 0 0.00 51 -15.00 0.0021
2020-07-10 2020-06-30 13F EVERGY COM 30034W106 1,010 0 0.00 60 7.14 0.0027
2020-04-07 2020-03-31 13F EVERGY COM 30034W106 1,010 0 0.00 56 -15.15 0.0030
2020-01-15 2019-12-31 13F EVERGY COM 30034W106 1,010 0 0.00 66 -1.49 0.0029
2019-10-10 2019-09-30 13F EVERGY COM 30034W106 1,010 0 0.00 67 9.84 0.0033
2019-07-16 2019-06-30 13F EVERGY COM 30034W106 1,010 100 10.99 61 15.09 0.0031
2019-04-11 2019-03-31 13F EVERGY COM 30034W106 910 -71 -7.24 53 -5.36 0.0034
2019-01-18 2018-12-31 13F EVERGY COM 30034W106 981 0 0.00 56 3.70 0.0034
2018-10-11 2018-09-30 13F EVERGY COM 30034W106 981 -200 -16.93 54 -18.18 0.0028
2018-08-09 2018-06-30 13F EVERGY COM 30034W106 1,181 1,181 66 0.0035
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.