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Atlantic Union Bankshares’s Evergy EVRG Stock Holding History

Atlantic Union Bankshares’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 		$992K Buy
11,472
+339
+3% +$28.1K 0.02% 377
2026
Q1 		$912K Buy
11,133
+1,227
+12% +$97K 0.02% 384
2025
Q4 		$718K Buy
9,906
+328
+3% +$24.9K 0.01% 421
2025
Q3 		$728K Buy
+9,578
New +$683K 0.01% 429

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Atlantic Union Bankshares's EVRG Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Evergy (EVRG) stake by 3% in Q2 2026, buying an estimated $28.1K and bringing the position to 11,472 shares worth $992K. The position accounts for 0.02% of the portfolio, ranked #377.

Atlantic Union Bankshares first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Atlantic Union Bankshares held 11,472 shares of Evergy worth $992K as of Q2 2026.
  • Atlantic Union Bankshares bought 339 Evergy shares in Q2 2026, an estimated $28.1K.
  • Evergy made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #377 holding.
  • Atlantic Union Bankshares first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.