Deseret Mutual Benefit Administrators’s Evergy EVRG Stock Holding History

Deseret Mutual Benefit Administrators’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	$69.7K	Sell	806 -169	-17%	-$14K	0.02%	355
2026 Q1	$79.9K	Buy	975 +427	+78%	+$33.7K	0.03%	334
2025 Q4	$39.7K	Sell	548 -85	-13%	-$6.45K	0.02%	356
2025 Q3	$48.1K	Sell	633 -17	-3%	-$1.21K	0.02%	316
2025 Q2	$44.8K	Hold	650	–	–	0.02%	316
2025 Q1	$44.8K	Hold	650	–	–	0.02%	303
2024 Q4	$40K	Hold	650	–	–	0.02%	328
2024 Q3	$40.3K	Hold	650	–	–	0.02%	329
2024 Q2	$34.4K	Hold	650	–	–	0.02%	344
2024 Q1	$34.7K	Hold	650	–	–	0.02%	343
2023 Q4	$33.9K	Sell	650 -163	-20%	-$8.2K	0.02%	333
2023 Q3	$41.2K	Sell	813 -37	-4%	-$2.1K	0.02%	325
2023 Q2	$49.7K	Sell	850 -18	-2%	-$1.09K	0.02%	320
2023 Q1	$53.1K	Hold	868	–	–	0.02%	296
2022 Q4	$54.6K	Sell	868 -722	-45%	-$43.4K	0.02%	289
2022 Q3	$94K	Sell	1,590 -479	-23%	-$32.2K	0.03%	292
2022 Q2	$135K	Hold	2,069	–	–	0.03%	280
2022 Q1	$141K	Sell	2,069 -269	-12%	-$17.4K	0.03%	296
2021 Q4	$160K	Hold	2,338	–	–	0.03%	299
2021 Q3	$145K	Sell	2,338 -602	-20%	-$39.5K	0.03%	302
2021 Q2	$178K	Buy	+2,940	New	+$184K	0.04%	222

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

Deseret Mutual Benefit Administrators's EVRG Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Evergy (EVRG) stake by 17% in Q2 2026, selling an estimated $14K and leaving 806 shares worth $69.7K. The position accounts for 0.02% of the portfolio, ranked #355.

Deseret Mutual Benefit Administrators first reported a position in EVRG in Q2 2021 and has held it in 21 quarters since. The position peaked at $178K in Q2 2021. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Deseret Mutual Benefit Administrators held 806 shares of Evergy worth $69.7K as of Q2 2026.
Deseret Mutual Benefit Administrators sold 169 Evergy shares in Q2 2026, an estimated $14K.
Evergy made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #355 holding.
Deseret Mutual Benefit Administrators first reported a position in Evergy in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Evergy position peaked at $178K in Q2 2021.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.