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Ballentine Partners’s Evergy EVRG Stock Holding History

Ballentine Partners’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 		$489K Buy
5,652
+1,180
+26% +$97.7K 0.01% 577
2026
Q1 		$366K Sell
4,472
-314
-7% -$24.8K 0.01% 646
2025
Q4 		$347K Buy
4,786
+439
+10% +$33.3K ﹤0.01% 653
2025
Q3 		$330K Buy
4,347
+755
+21% +$53.8K ﹤0.01% 672
2025
Q2 		$248K Sell
3,592
-91
-2% -$6.12K ﹤0.01% 779
2025
Q1 		$254K Buy
+3,683
New +$241K ﹤0.01% 688

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

Ballentine Partners's EVRG Position: Q2 2026 in Review

Ballentine Partners increased its Evergy (EVRG) stake by 26% in Q2 2026, buying an estimated $97.7K and bringing the position to 5,652 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #577.

Ballentine Partners first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Ballentine Partners held 5,652 shares of Evergy worth $489K as of Q2 2026.
  • Ballentine Partners bought 1,180 Evergy shares in Q2 2026, an estimated $97.7K.
  • Evergy made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #577 holding.
  • Ballentine Partners first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.