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EVRG icon

BOK Financial’s Evergy EVRG Stock Holding History

BOK Financial’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 		$148K Buy
1,710
+312
+22% +$25.8K ﹤0.01% 712
2026
Q1 		$115K Sell
1,398
-415
-23% -$32.8K ﹤0.01% 740
2025
Q4 		$131K Sell
1,813
-20,772
-92% -$1.58M ﹤0.01% 738
2025
Q3 		$1.72M Buy
22,585
+511
+2% +$36.4K 0.03% 372
2025
Q2 		$1.52M Sell
22,074
-474
-2% -$31.9K 0.02% 387
2025
Q1 		$1.55M Sell
22,548
-2,068
-8% -$135K 0.03% 379
2024
Q4 		$1.47M Buy
24,616
+1,267
+5% +$78.4K 0.02% 392
2024
Q3 		$1.42M Sell
23,349
-3,100
-12% -$180K 0.03% 392
2024
Q2 		$1.4M Sell
26,449
-1,642
-6% -$87.3K 0.03% 419
2024
Q1 		$1.48M Buy
28,091
+3,904
+16% +$199K 0.03% 427
2023
Q4 		$1.26M Sell
24,187
-4,902
-17% -$247K 0.02% 425
2023
Q3 		$1.43M Sell
29,089
-2,453
-8% -$139K 0.03% 380
2023
Q2 		$1.84M Buy
31,542
+748
+2% +$45.2K 0.04% 357
2023
Q1 		$1.88M Buy
30,794
+188
+0.6% +$11.4K 0.04% 361
2022
Q4 		$1.93M Sell
30,606
-1,291
-4% -$77.5K 0.04% 377
2022
Q3 		$1.9M Buy
31,897
+2,281
+8% +$153K 0.04% 367
2022
Q2 		$1.93M Buy
29,616
+5,859
+25% +$397K 0.04% 382
2022
Q1 		$1.62M Buy
23,757
+20,330
+593% +$1.31M 0.03% 458
2021
Q4 		$235K Buy
+3,427
New +$223K ﹤0.01% 898
2020
Q1 		– Sell
-3,210
Closed -$209K – 858
2019
Q4 		$209K Buy
3,210
+111
+4% +$7.08K ﹤0.01% 877
2019
Q3 		$206K Buy
+3,099
New +$196K 0.01% 852
2019
Q1 		– Sell
-3,886
Closed -$220K – 916
2018
Q4 		$220K Sell
3,886
-335
-8% -$19.3K 0.01% 804
2018
Q3 		$232K Sell
4,221
-693
-14% -$39.2K 0.01% 848
2018
Q2 		$276K Buy
+4,914
New +$263K 0.01% 816

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

BOK Financial's EVRG Position: Q2 2026 in Review

BOK Financial increased its Evergy (EVRG) stake by 22% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,710 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

BOK Financial first reported a position in EVRG in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.93M in Q2 2022. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • BOK Financial held 1,710 shares of Evergy worth $148K as of Q2 2026.
  • BOK Financial bought 312 Evergy shares in Q2 2026, an estimated $25.8K.
  • Evergy made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #712 holding.
  • BOK Financial first reported a position in Evergy in Q2 2018 and has held it in 24 quarters since.
  • BOK Financial's Evergy position peaked at $1.93M in Q2 2022.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.