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Colonial Trust’s Evergy EVRG Stock Holding History

Colonial 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 		$10.1K Buy
117
+39
+50% +$3.23K ﹤0.01% 767
2026
Q1 		$6.39K Buy
78
+33
+73% +$2.61K ﹤0.01% 818
2025
Q4 		$3.26K Hold
45
– – ﹤0.01% 940
2025
Q3 		$3.42K Buy
45
+37
+463% +$2.64K ﹤0.01% 911
2025
Q2 		$551 Hold
8
– – ﹤0.01% 1052
2025
Q1 		$552 Sell
8
-513
-98% -$33.6K ﹤0.01% 1041
2024
Q4 		$32.1K Buy
+521
New +$32.2K ﹤0.01% 675

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

Colonial Trust's EVRG Position: Q2 2026 in Review

Colonial Trust increased its Evergy (EVRG) stake by 50% in Q2 2026, buying an estimated $3.23K and bringing the position to 117 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Colonial Trust first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.1K in Q4 2024. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Colonial Trust held 117 shares of Evergy worth $10.1K as of Q2 2026.
  • Colonial Trust bought 39 Evergy shares in Q2 2026, an estimated $3.23K.
  • Evergy made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #767 holding.
  • Colonial Trust first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • Colonial Trust's Evergy position peaked at $32.1K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.