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Citizens Financial Group’s Evergy EVRG Stock Holding History

Citizens Financial Group’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 		$598K Buy
6,924
+4,226
+157% +$350K 0.01% 591
2026
Q1 		$221K Sell
2,698
-960
-26% -$75.9K ﹤0.01% 777
2025
Q4 		$265K Sell
3,658
-22
-0.6% -$1.67K ﹤0.01% 704
2025
Q3 		$280K Buy
+3,680
New +$262K ﹤0.01% 664
2020
Q3 		– Sell
-210
Closed -$12K – 463
2020
Q2 		$12K Sell
210
-91
-30% -$5.39K ﹤0.01% 733
2020
Q1 		$17K Hold
301
– – ﹤0.01% 633
2019
Q4 		$20K Sell
301
-25
-8% -$1.59K ﹤0.01% 616
2019
Q3 		$22K Buy
326
+91
+39% +$5.76K ﹤0.01% 456
2019
Q2 		$14K Hold
235
– – ﹤0.01% 495
2019
Q1 		$14K Buy
235
+68
+41% +$3.87K ﹤0.01% 470
2018
Q4 		$9K Buy
167
+3
+2% +$173 ﹤0.01% 404
2018
Q3 		$9K Hold
164
– – ﹤0.01% 429
2018
Q2 		$9K Buy
+164
New +$8.78K ﹤0.01% 390

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

Citizens Financial Group's EVRG Position: Q2 2026 in Review

Citizens Financial Group increased its Evergy (EVRG) stake by 157% in Q2 2026, buying an estimated $350K and bringing the position to 6,924 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #591.

Citizens Financial Group first reported a position in EVRG in Q2 2018 and has held it in 13 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Citizens Financial Group held 6,924 shares of Evergy worth $598K as of Q2 2026.
  • Citizens Financial Group bought 4,226 Evergy shares in Q2 2026, an estimated $350K.
  • Evergy made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #591 holding.
  • Citizens Financial Group first reported a position in Evergy in Q2 2018 and has held it in 13 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.