Advantage Trust Company’s Evergy EVRG Stock Holding History

Advantage Trust Company’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$462K	Buy	5,350 +5,250	+5,250%	+$435K	0.16%	41
2026 Q1	$8.19K	Hold	100	–	–	﹤0.01%	112
2025 Q4	$7.25K	Sell	100 -5,250	-98%	-$398K	﹤0.01%	113
2025 Q3	$407K	Hold	5,350	–	–	0.18%	40
2025 Q2	$369K	Buy	5,350 +5,250	+5,250%	+$353K	0.18%	42
2025 Q1	$6.89K	Sell	100 -1,497	-94%	-$98K	﹤0.01%	140
2024 Q4	$98.3K	Hold	1,597	–	–	0.06%	74
2024 Q3	$99K	Hold	1,597	–	–	0.07%	70
2024 Q2	$84.6K	Hold	1,597	–	–	0.06%	83
2024 Q1	$85.2K	Hold	1,597	–	–	0.06%	80
2023 Q4	$83.4K	Buy	+1,597	New	+$80.4K	0.07%	81

Other funds holding EVRG

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

Advantage Trust Company's EVRG Position: Q2 2026 in Review

Advantage Trust Company increased its Evergy (EVRG) stake by 5,250% in Q2 2026, buying an estimated $435K and bringing the position to 5,350 shares worth $462K. The position accounts for 0.16% of the portfolio, ranked #41.

Advantage Trust Company first reported a position in EVRG in Q4 2023 and has held it in 11 quarters since. 258 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Advantage Trust Company held 5,350 shares of Evergy worth $462K as of Q2 2026.
Advantage Trust Company bought 5,250 Evergy shares in Q2 2026, an estimated $435K.
Evergy made up 0.16% of Advantage Trust Company's portfolio in Q2 2026, its #41 holding.
Advantage Trust Company first reported a position in Evergy in Q4 2023 and has held it in 11 quarters since.
258 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.