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Arlington Trust’s Evergy EVRG Stock Holding History

Arlington Trust’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
Q3 		$52K Buy
663
+627
+1,742% +$52K ﹤0.01% 296
2026
Q2 		$3.11K Hold
36
– – ﹤0.01% 613
2026
Q1 		$2.95K Buy
+36
New +$2.84K ﹤0.01% 604
2024
Q2 		– Sell
-14
Closed -$747 – 549
2024
Q1 		$747 Buy
+14
New +$715 ﹤0.01% 477

Other funds holding EVRG

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Arlington Trust's EVRG Position: Q3 2026 in Review

Arlington Trust increased its Evergy (EVRG) stake by 1,742% in Q3 2026, buying an estimated $52K and bringing the position to 663 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Arlington Trust first reported a position in EVRG in Q1 2024 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Arlington Trust held 663 shares of Evergy worth $52K as of Q3 2026.
  • Arlington Trust bought 627 Evergy shares in Q3 2026, an estimated $52K.
  • Evergy made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #296 holding.
  • Arlington Trust first reported a position in Evergy in Q1 2024 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.