Blue Trust Inc
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
Q3 		$57.6K Buy
734
+19
+3% +$1.58K ﹤0.01% 1178
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Blue Trust Inc's EVRG Position: Q3 2026 in Review

Blue Trust Inc increased its Evergy (EVRG) stake by 2.7% in Q3 2026, buying an estimated $1.58K and bringing the position to 734 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Blue Trust Inc first reported a position in EVRG in Q2 2022 and has held it in 18 quarters since. The position peaked at $114K in Q3 2024. 314 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Blue Trust Inc held 734 shares of Evergy worth $57.6K as of Q3 2026.
  • Blue Trust Inc bought 19 Evergy shares in Q3 2026, an estimated $1.58K.
  • Evergy made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1178 holding.
  • Blue Trust Inc first reported a position in Evergy in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Evergy position peaked at $114K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.