Evergy, Inc.
MX ˙ BMV ˙ US30034W1062
SecurityMX:EVRG / Evergy, Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership37,364 shares
Latest Disclosed Value $ 3,060,859
Utah Retirement Systems reports 1.63% decrease in ownership of EVRG / Evergy, Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 37,364 shares of Evergy, Inc. (MX:EVRG) valued at $3,060,859 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 37,985 shares of Evergy, Inc.. This represents a change in shares of -1.63% 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)
2026-05-15 2026-03-31 13F EVERGY COM 30034W106 37,364 -621 -1.63 3,061 11.15 0.0313
2026-02-17 2025-12-31 13F EVERGY COM 30034W106 37,985 0 0.00 2,754 -4.64 0.0262
2025-11-14 2025-09-30 13F EVERGY COM 30034W106 37,985 973 2.63 2,888 13.17 0.0280
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 37,012 185 0.50 2,551 0.47 0.0266
2025-05-15 2025-03-31 13F EVERGY COM 30034W106 36,827 0 0.00 2,539 12.05 0.0293
2025-02-14 2024-12-31 13F EVERGY COM 30034W106 36,827 0 0.00 2,267 -0.74 0.0250
2024-11-14 2024-09-30 13F EVERGY COM 30034W106 36,827 200 0.55 2,284 17.68 0.0258
2024-08-14 2024-06-30 13F EVERGY COM 30034W106 36,627 -1,800 -4.68 1,940 -5.41 0.0230
2024-05-15 2024-03-31 13F EVERGY COM 30034W106 38,427 0 0.00 2,051 2.29 0.0240
2024-02-14 2023-12-31 13F EVERGY COM 30034W106 38,427 200 0.52 2,006 3.46 0.0255
2023-11-14 2023-09-30 13F EVERGY COM 30034W106 38,227 100 0.26 1,938 -12.98 0.0277
2023-08-14 2023-06-30 13F EVERGY COM 30034W106 38,127 -1,400 -3.54 2,227 -7.78 0.0309
2023-05-16 2023-03-31 13F EVERGY COM 30034W106 39,527 0 0.00 2,416 -2.90 0.0349
2023-02-15 2022-12-31 13F EVERGY COM 30034W106 39,527 -300 -0.75 2,487 5.11 0.0394
2022-11-14 2022-09-30 13F EVERGY COM 30034W106 39,827 200 0.50 2,366 -8.51 0.0395
2022-08-16 2022-06-30 13F EVERGY COM 30034W106 39,627 -1,100 -2.70 2,586 -7.08 0.0414
2022-05-13 2022-03-31 13F EVERGY COM 30034W106 40,727 -700 -1.69 2,783 -2.08 0.0370
2022-02-14 2021-12-31 13F EVERGY COM 30034W106 41,427 100 0.24 2,842 10.58 0.0351
2021-11-16 2021-09-30 13F EVERGY COM 30034W106 41,327 -2,200 -5.05 2,570 -2.28 0.0348
2021-08-16 2021-06-30 13F EVERGY COM 30034W106 43,527 100 0.23 2,630 1.74 0.0339
2021-05-17 2021-03-31 13F EVERGY COM 30034W106 43,427 -1,800 -3.98 2,585 2.99 0.0360
2021-02-16 2020-12-31 13F EVERGY COM 30034W106 45,227 1,800 4.14 2,510 13.73 0.0356
2020-11-16 2020-09-30 13F EVERGY COM 30034W106 43,427 300 0.70 2,207 -13.69 0.0366
2020-08-13 2020-06-30 13F/A-1 EVERGY COM 30034W106 43,127 -200 -0.46 2,557 7.21 0.0469
2020-08-13 2020-06-30 13F EVERGY COM 30034W106 43,127 -200 2,557 46,931.2953
2020-05-15 2020-03-31 13F EVERGY COM 30034W106 43,327 0 0.00 2,385 -15.43 0.0516
2020-02-12 2019-12-31 13F EVERGY COM 30034W106 43,327 -1,300 -2.91 2,820 -5.08 0.0496
2019-11-14 2019-09-30 13F EVERGY COM 30034W106 44,627 -2,300 -4.90 2,971 5.24 0.0565
2019-08-14 2019-06-30 13F EVERGY COM 30034W106 46,927 -2,692 -5.43 2,823 -1.98 0.0541
2019-05-15 2019-03-31 13F EVERGY COM 30034W106 49,619 -455 -0.91 2,880 1.30 0.0571
2019-02-08 2018-12-31 13F EVERGY COM 30034W106 50,074 -300 -0.60 2,843 2.78 0.0643
2018-11-13 2018-09-30 13F EVERGY COM 30034W106 50,374 199 0.40 2,766 -1.85 0.0536
2018-08-10 2018-06-30 13F EVERGY COM 30034W106 50,175 50,175 2,818 0.0583
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.