AUB
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Atlantic Union Bankshares's EVRG Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Evergy (EVRG) stake by 12% in Q1 2026, buying an estimated $97K and bringing the position to 11,133 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #384.

Atlantic Union Bankshares first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Atlantic Union Bankshares held 11,133 shares of Evergy worth $912K as of Q1 2026.
  • Atlantic Union Bankshares bought 1,227 Evergy shares in Q1 2026, an estimated $97K.
  • Evergy made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #384 holding.
  • Atlantic Union Bankshares first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.