Country Trust Bank’s Evergy EVRG Stock Holding History

Country Trust Bank’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	$5.19K	Buy	+60	New	+$4.97K	﹤0.01%	429
2026 Q1	–	Sell	-46	Closed	-$3.33K	–	595
2025 Q4	$3.33K	Hold	46	–	–	﹤0.01%	464
2025 Q3	$3.5K	Buy	+46	New	+$3.28K	﹤0.01%	471
2025 Q1	–	Sell	-200	Closed	-$12.3K	–	384
2024 Q4	$12.3K	Hold	200	–	–	﹤0.01%	247
2024 Q3	$12.4K	Buy	+200	New	+$11.6K	﹤0.01%	244
2023 Q4	–	Sell	-52	Closed	-$2.64K	–	345
2023 Q3	$2.64K	Hold	52	–	–	﹤0.01%	276
2023 Q2	$3.04K	Hold	52	–	–	﹤0.01%	273
2023 Q1	$3.18K	Hold	52	–	–	﹤0.01%	262
2022 Q4	$3.27K	Sell	52 -95	-65%	-$5.71K	﹤0.01%	280
2022 Q3	$9K	Hold	147	–	–	﹤0.01%	284
2022 Q2	$10K	Hold	147	–	–	﹤0.01%	285
2022 Q1	$10K	Sell	147 -115	-44%	-$7.42K	﹤0.01%	303
2021 Q4	$18K	Sell	262 -148	-36%	-$9.62K	﹤0.01%	297
2021 Q3	$26K	Hold	410	–	–	﹤0.01%	253
2021 Q2	$25K	Buy	410 +115	+39%	+$7.19K	﹤0.01%	244
2021 Q1	$18K	Hold	295	–	–	﹤0.01%	252
2020 Q4	$16K	Hold	295	–	–	﹤0.01%	247
2020 Q3	$15K	Hold	295	–	–	﹤0.01%	230
2020 Q2	$17K	Hold	295	–	–	﹤0.01%	201
2020 Q1	$16K	Sell	295 -355	-55%	-$23.3K	﹤0.01%	201
2019 Q4	$42K	Buy	650 +295	+83%	+$18.8K	﹤0.01%	166
2019 Q3	$24K	Buy	+355	New	+$22.5K	﹤0.01%	182
2019 Q2	–	Sell	-185	Closed	-$11K	–	256
2019 Q1	$11K	Buy	+185	New	+$10.5K	﹤0.01%	206

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Country Trust Bank's EVRG Position: Q2 2026 in Review

Country Trust Bank opened a new position in Evergy (EVRG) in Q2 2026: 60 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Country Trust Bank previously reported a position in EVRG as recently as Q4 2025.

Country Trust Bank first reported a position in EVRG in Q1 2019 and has held it in 23 quarters since. The position peaked at $42K in Q4 2019. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Country Trust Bank held 60 shares of Evergy worth $5.19K as of Q2 2026.
Evergy was a new Country Trust Bank position in Q2 2026.
Evergy made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #429 holding.
Country Trust Bank first reported a position in Evergy in Q1 2019 and has held it in 23 quarters since.
Country Trust Bank's Evergy position peaked at $42K in Q4 2019.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.