Evergy, Inc.
US ˙ NasdaqGS ˙ US30034W1062

SecurityEVRG / Evergy, Inc.
InstitutionHeadlands Technologies LLC
Latest Disclosed Ownership29,416 shares
Latest Disclosed Value $ 2,409,759
Headlands Technologies LLC reports 343.88% increase in ownership of EVRG / Evergy, Inc.

On May 13, 2026 - Headlands Technologies LLC filed a 13F-HR form disclosing ownership of 29,416 shares of Evergy, Inc. (US:EVRG) valued at $2,409,759 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,627 shares of Evergy, Inc.. This represents a change in shares of 343.88% during the quarter. The current value of the position is $2,408,876 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.

Upgrade to unlock premium data and export to Excel .

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 29,416 22,789 343.88 2,410 401.88 0.2745
2026-02-13 2025-12-31 13F EVERGY COM 30034W106 6,627 6,627 480 0.0401
2025-08-14 2025-06-30 13F EVERGY COM 30034W106 0 -18,196 -100.00 0 -100.00
2025-05-09 2025-03-31 13F EVERGY COM 30034W106 18,196 -42,155 -69.85 1,255 -66.24 0.1430
2025-02-12 2024-12-31 13F EVERGY COM 30034W106 60,351 -4,517 -6.96 3,715 -7.66 0.3732
2024-11-12 2024-09-30 13F EVERGY COM 30034W106 64,868 -952 -1.45 4,022 15.38 0.4625
2024-08-07 2024-06-30 13F EVERGY COM 30034W106 65,820 24,701 60.07 3,486 58.89 0.3699
2024-05-07 2024-03-31 13F EVERGY COM 30034W106 41,119 1,110 2.77 2,195 5.08 0.5272
2024-02-02 2023-12-31 13F EVERGY COM 30034W106 40,009 27,016 207.93 2,088 217.33 0.6228
2023-11-09 2023-09-30 13F EVERGY COM 30034W106 12,993 4,848 59.52 659 38.53 0.3239
2023-08-03 2023-06-30 13F EVERGY COM 30034W106 8,145 8,145 476 0.1522
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.