Bank of America’s Evergy EVRG Stock Holding History

Bank of America’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
2025 Q2	–	Sell	-152,600	Closed	-$10.5M	–	8461
2025 Q1	$10.5M	Buy	+152,600	New	+$9.99M	﹤0.01%	3080

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America's EVRG Position: Q1 2026 in Review

Bank of America increased its Evergy (EVRG) stake by 99% in Q1 2026, buying an estimated $105M and bringing the position to 2,659,114 shares worth $218M. The position accounts for 0.02% of the portfolio, ranked #686.

Bank of America first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. 921 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Bank of America held 2,659,114 shares of Evergy worth $218M as of Q1 2026.
Bank of America bought 1,325,777 Evergy shares in Q1 2026, an estimated $105M.
Evergy made up 0.02% of Bank of America's portfolio in Q1 2026, its #686 holding.
Bank of America first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
921 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.