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Eastern Bank’s Evergy EVRG Stock Holding History

Eastern 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
Q3 		$332K Hold
4,232
– – 0.01% 334
2026
Q2 		$366K Hold
4,232
– – 0.01% 316
2026
Q1 		$347K Hold
4,232
– – 0.01% 311
2025
Q4 		$307K Hold
4,232
– – 0.01% 312
2025
Q3 		$322K Hold
4,232
– – 0.01% 304
2025
Q2 		$292K Hold
4,232
– – 0.01% 313
2025
Q1 		$292K Buy
4,232
+269
+7% +$17.6K 0.01% 311
2024
Q4 		$244K Hold
3,963
– – ﹤0.01% 335
2024
Q3 		$246K Buy
+3,963
New +$231K ﹤0.01% 345
2018
Q3 		– Sell
-43,560
Closed -$2.45M – 211
2018
Q2 		$2.45M Buy
+43,560
New +$2.33M 0.17% 97

Other funds holding EVRG

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Eastern Bank's EVRG Position: Q3 2026 in Review

Eastern Bank held its Evergy (EVRG) position steady in Q3 2026 at 4,232 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #334.

Eastern Bank first reported a position in EVRG in Q2 2018 and has held it in 10 quarters since. The position peaked at $2.45M in Q2 2018. 31 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Eastern Bank held 4,232 shares of Evergy worth $332K as of Q3 2026.
  • Eastern Bank left its Evergy share count unchanged in Q3 2026.
  • Evergy made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #334 holding.
  • Eastern Bank first reported a position in Evergy in Q2 2018 and has held it in 10 quarters since.
  • Eastern Bank's Evergy position peaked at $2.45M in Q2 2018.
  • 31 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.