BTI
EVRG icon

Blue Trust Inc’s Evergy EVRG Stock Holding History

Blue Trust Inc’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 		$61.8K Sell
715
-569
-44% -$47.1K ﹤0.01% 1260
2026
Q1 		$105K Sell
1,284
-134
-9% -$10.6K ﹤0.01% 1005
2025
Q4 		$103K Buy
1,418
+162
+13% +$12.3K ﹤0.01% 1045
2025
Q3 		$95.5K Sell
1,256
-89
-7% -$6.34K ﹤0.01% 1083
2025
Q2 		$92.7K Sell
1,345
-94
-7% -$6.32K ﹤0.01% 1081
2025
Q1 		$99.2K Sell
1,439
-165
-10% -$10.8K ﹤0.01% 994
2024
Q4 		$98.7K Sell
1,604
-544
-25% -$33.6K ﹤0.01% 945
2024
Q3 		$114K Buy
2,148
+665
+45% +$38.7K ﹤0.01% 1149
2024
Q2 		$79.1K Buy
1,483
+208
+16% +$11.1K ﹤0.01% 1056
2024
Q1 		$68K Buy
1,275
+58
+5% +$2.96K ﹤0.01% 820
2023
Q4 		$62K Buy
1,217
+316
+35% +$15.9K ﹤0.01% 852
2023
Q3 		$53K Buy
901
+32
+4% +$1.82K ﹤0.01% 827
2023
Q2 		$53K Sell
869
-640
-42% -$38.7K ﹤0.01% 676
2023
Q1 		$94K Sell
1,509
-197
-12% -$12K ﹤0.01% 789
2022
Q4 		$101K Buy
1,706
+691
+68% +$41.5K ﹤0.01% 662
2022
Q3 		$66K Sell
1,015
-406
-29% -$27.3K ﹤0.01% 662
2022
Q2 		$97K Buy
+1,421
New +$96.4K ﹤0.01% 504

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

Blue Trust Inc's EVRG Position: Q2 2026 in Review

Blue Trust Inc reduced its Evergy (EVRG) stake by 44% in Q2 2026, selling an estimated $47.1K and leaving 715 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Blue Trust Inc first reported a position in EVRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $114K in Q3 2024. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Blue Trust Inc held 715 shares of Evergy worth $61.8K as of Q2 2026.
  • Blue Trust Inc sold 569 Evergy shares in Q2 2026, an estimated $47.1K.
  • Evergy made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1260 holding.
  • Blue Trust Inc first reported a position in Evergy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Evergy position peaked at $114K in Q3 2024.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.