Bank of Montreal’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $63.8M | Buy |
738,515
+246,793
| +50% | +$20.4M | 0.02% | 523 |
|
|
2026
Q1 | $40.3M | Buy |
491,722
+204,323
| +71% | +$16.1M | 0.02% | 610 |
|
|
2025
Q4 | $20.8M | Buy |
287,399
+50,518
| +21% | +$3.83M | 0.01% | 846 |
|
|
2025
Q3 | $18M | Buy |
236,881
+9,303
| +4% | +$663K | 0.01% | 822 |
|
|
2025
Q2 | $15.7M | Sell |
227,578
-366,312
| -62% | -$24.6M | 0.01% | 823 |
|
|
2025
Q1 | $40.9M | Buy |
593,890
+276,492
| +87% | +$18.1M | 0.02% | 492 |
|
|
2024
Q4 | $19.5M | Sell |
317,398
-680,434
| -68% | -$42.1M | 0.01% | 753 |
|
|
2024
Q3 | $61.8M | Buy |
997,832
+224,679
| +29% | +$13.1M | 0.03% | 408 |
|
|
2024
Q2 | $43.1M | Sell |
773,153
-129,858
| -14% | -$6.91M | 0.01% | 522 |
|
|
2024
Q1 | $48.3M | Sell |
903,011
-1,082,815
| -55% | -$55.3M | 0.01% | 447 |
|
|
2023
Q4 | $104M | Buy |
1,985,826
+1,810,954
| +1,036% | +$91.1M | 0.03% | 292 |
|
|
2023
Q3 | $9.47M | Buy |
174,872
+51,438
| +42% | +$2.92M | ﹤0.01% | 1013 |
|
|
2023
Q2 | $7.32M | Buy |
123,434
+13,321
| +12% | +$805K | ﹤0.01% | 1159 |
|
|
2023
Q1 | $6.73M | Sell |
110,113
-29,683
| -21% | -$1.81M | ﹤0.01% | 1108 |
|
|
2022
Q4 | $8.88M | Buy |
139,796
+53,383
| +62% | +$3.21M | ﹤0.01% | 1040 |
|
|
2022
Q3 | $5.45K | Sell |
86,413
-306,620
| -78% | -$20.6M | ﹤0.01% | 1307 |
|
|
2022
Q2 | $25.6K | Buy |
393,033
+295,946
| +305% | +$20.1M | 0.01% | 665 |
|
|
2022
Q1 | $6.63M | Sell |
97,087
-34,234
| -26% | -$2.21M | ﹤0.01% | 1352 |
|
|
2021
Q4 | $9M | Sell |
131,321
-48,993
| -27% | -$3.19M | ﹤0.01% | 996 |
|
|
2021
Q3 | $11.4M | Buy |
180,314
+33,412
| +23% | +$2.19M | 0.01% | 1207 |
|
|
2021
Q2 | $9.05M | Buy |
146,902
+33,312
| +29% | +$2.08M | ﹤0.01% | 1321 |
|
|
2021
Q1 | $6.92M | Sell |
113,590
-46,176
| -29% | -$2.56M | ﹤0.01% | 1194 |
|
|
2020
Q4 | $8.38M | Sell |
159,766
-20,528
| -11% | -$1.13M | 0.01% | 1111 |
|
|
2020
Q3 | $9.45M | Buy |
180,294
+38,852
| +27% | +$2.17M | 0.01% | 887 |
|
|
2020
Q2 | $8.61M | Sell |
141,442
-26,270
| -16% | -$1.56M | 0.01% | 911 |
|
|
2020
Q1 | $8.97M | Sell |
167,712
-270,172
| -62% | -$17.8M | 0.01% | 740 |
|
|
2019
Q4 | $28.5M | Buy |
437,884
+328,790
| +301% | +$21M | 0.02% | 579 |
|
|
2019
Q3 | $7.26M | Buy |
109,094
+19,354
| +22% | +$1.22M | 0.01% | 1008 |
|
|
2019
Q2 | $5.4M | Buy |
89,740
+21,712
| +32% | +$1.27M | ﹤0.01% | 1167 |
|
|
2019
Q1 | $3.95M | Sell |
68,028
-30,890
| -31% | -$1.76M | ﹤0.01% | 1299 |
|
|
2018
Q4 | $5.62M | Sell |
98,918
-106,469
| -52% | -$6.15M | 0.01% | 1022 |
|
|
2018
Q3 | $11.3M | Buy |
205,387
+85,109
| +71% | +$4.81M | 0.01% | 853 |
|
|
2018
Q2 | $6.75M | Buy |
+120,278
| New | +$6.44M | 0.01% | 1030 |
|
Other funds holding EVRG
VCM
VPM
Bank of Montreal's EVRG Position: Q2 2026 in Review
Bank of Montreal increased its Evergy (EVRG) stake by 50% in Q2 2026, buying an estimated $20.4M and bringing the position to 738,515 shares worth $63.8M. The position accounts for 0.02% of the portfolio, ranked #523.
Bank of Montreal first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $104M in Q4 2023. 893 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Bank of Montreal held 738,515 shares of Evergy worth $63.8M as of Q2 2026.
- Bank of Montreal bought 246,793 Evergy shares in Q2 2026, an estimated $20.4M.
- Evergy made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #523 holding.
- Bank of Montreal first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- Bank of Montreal's Evergy position peaked at $104M in Q4 2023.
- 893 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.