Alerus Financial’s Evergy EVRG Stock Holding History

Alerus Financial’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	$2.32M	Buy	26,845 +14,090	+110%	+$1.17M	0.1%	118
2026 Q1	$1.04M	Buy	+12,755	New	+$1.01M	0.05%	143

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Alerus Financial's EVRG Position: Q2 2026 in Review

Alerus Financial increased its Evergy (EVRG) stake by 110% in Q2 2026, buying an estimated $1.17M and bringing the position to 26,845 shares worth $2.32M. The position accounts for 0.1% of the portfolio, ranked #118.

Alerus Financial first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Alerus Financial held 26,845 shares of Evergy worth $2.32M as of Q2 2026.
Alerus Financial bought 14,090 Evergy shares in Q2 2026, an estimated $1.17M.
Evergy made up 0.1% of Alerus Financial's portfolio in Q2 2026, its #118 holding.
Alerus Financial first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.