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Bank & Trust Company’s Evergy EVRG Stock Holding History

Bank & Trust Company’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 		$329K Hold
3,809
– – 0.21% 88
2026
Q1 		$312K Hold
3,809
– – 0.21% 87
2025
Q4 		$276K Hold
3,809
– – 0.2% 82
2025
Q3 		$290K Sell
3,809
-169
-4% -$12K 0.21% 80
2025
Q2 		$274K Hold
3,978
– – 0.22% 80
2025
Q1 		$274K Sell
3,978
-62
-2% -$4.06K 0.22% 81
2024
Q4 		$249K Sell
4,040
-366
-8% -$22.6K 0.21% 81
2024
Q3 		$273K Hold
4,406
– – 0.22% 81
2024
Q2 		$233K Buy
+4,406
New +$234K 0.2% 84

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

Bank & Trust Company's EVRG Position: Q2 2026 in Review

Bank & Trust Company held its Evergy (EVRG) position steady in Q2 2026 at 3,809 shares worth $329K. The position accounts for 0.21% of the portfolio, ranked #88.

Bank & Trust Company first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Bank & Trust Company held 3,809 shares of Evergy worth $329K as of Q2 2026.
  • Bank & Trust Company left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.21% of Bank & Trust Company's portfolio in Q2 2026, its #88 holding.
  • Bank & Trust Company first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.