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Chicago Trust’s Evergy EVRG Stock Holding History

Chicago 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 		– Sell
-2,656
Closed -$218K – 389
2026
Q1 		$218K Buy
+2,656
New +$210K 0.03% 352
2025
Q4 		– Sell
-2,836
Closed -$216K – 394
2025
Q3 		$216K Buy
+2,836
New +$202K 0.03% 389

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Chicago Trust's EVRG Position: Q2 2026 in Review

Chicago Trust sold out of Evergy (EVRG) in Q2 2026, closing a stake of 2,656 shares — an estimated $218K sold.

Chicago Trust first reported a position in EVRG in Q3 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2026. 167 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Chicago Trust reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Chicago Trust sold 2,656 Evergy shares in Q2 2026, an estimated $218K.
  • Chicago Trust first reported a position in Evergy in Q3 2025 and held it in 2 quarters.
  • Chicago Trust's Evergy position peaked at $218K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.