CT
EVRG icon

Caldwell Trust’s Evergy EVRG Stock Holding History

Caldwell Trust’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 		$25.9K Buy
+300
New +$24.8K ﹤0.01% 568
2024
Q3 		– Sell
-113
Closed -$5.99K – 711
2024
Q2 		$5.99K Hold
113
– – ﹤0.01% 641
2024
Q1 		$6.03K Hold
113
– – ﹤0.01% 651
2023
Q4 		$5.9K Hold
113
– – ﹤0.01% 638
2023
Q3 		$5.73K Hold
113
– – ﹤0.01% 638
2023
Q2 		$6.6K Hold
113
– – ﹤0.01% 652
2023
Q1 		$6.91K Sell
113
-170
-60% -$10.3K ﹤0.01% 646
2022
Q4 		$17.8K Buy
283
+170
+150% +$10.2K ﹤0.01% 550
2022
Q3 		$6.71K Hold
113
– – ﹤0.01% 640
2022
Q2 		$7.37K Sell
113
-98
-46% -$6.65K ﹤0.01% 651
2022
Q1 		$14.4K Hold
211
– – ﹤0.01% 604
2021
Q4 		$14.5K Hold
211
– – ﹤0.01% 600
2021
Q3 		$13.1K Hold
211
– – ﹤0.01% 610
2021
Q2 		$12.8K Hold
211
– – ﹤0.01% 622
2021
Q1 		$12.6K Hold
211
– – ﹤0.01% 610
2020
Q4 		$11.7K Sell
211
-389
-65% -$21.3K ﹤0.01% 610
2020
Q3 		$30.5K Buy
600
+389
+184% +$21.7K 0.01% 477
2020
Q2 		$12.5K Sell
211
-150
-42% -$8.88K ﹤0.01% 609
2020
Q1 		$19.9K Hold
361
– – ﹤0.01% 554
2019
Q4 		$23.5K Buy
+361
New +$23K ﹤0.01% 568

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

Caldwell Trust's EVRG Position: Q2 2026 in Review

Caldwell Trust opened a new position in Evergy (EVRG) in Q2 2026: 300 shares worth $25.9K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Caldwell Trust previously reported a position in EVRG as recently as Q2 2024.

Caldwell Trust first reported a position in EVRG in Q4 2019 and has held it in 20 quarters since. The position peaked at $30.5K in Q3 2020. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Caldwell Trust held 300 shares of Evergy worth $25.9K as of Q2 2026.
  • Evergy was a new Caldwell Trust position in Q2 2026.
  • Evergy made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #568 holding.
  • Caldwell Trust first reported a position in Evergy in Q4 2019 and has held it in 20 quarters since.
  • Caldwell Trust's Evergy position peaked at $30.5K in Q3 2020.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.