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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
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

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

Eastern Bank's EVRG Position: Q2 2026 in Review

Eastern Bank held its Evergy (EVRG) position steady in Q2 2026 at 4,232 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #316.

Eastern Bank first reported a position in EVRG in Q2 2018 and has held it in 9 quarters since. The position peaked at $2.45M in Q2 2018. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Eastern Bank held 4,232 shares of Evergy worth $366K as of Q2 2026.
  • Eastern Bank left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #316 holding.
  • Eastern Bank first reported a position in Evergy in Q2 2018 and has held it in 9 quarters since.
  • Eastern Bank's Evergy position peaked at $2.45M in Q2 2018.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.