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FineMark National Bank & Trust’s Evergy EVRG Stock Holding History

FineMark National Bank & 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
2025
Q4 		$572K Buy
7,887
+74
+0.9% +$5.61K 0.02% 294
2025
Q3 		$594K Sell
7,813
-1,022
-12% -$72.8K 0.02% 286
2025
Q2 		$609K Sell
8,835
-7
-0.1% -$470 0.02% 276
2025
Q1 		$610K Hold
8,842
– – 0.02% 267
2024
Q4 		$544K Sell
8,842
-26
-0.3% -$1.61K 0.02% 273
2024
Q3 		$550K Sell
8,868
-40
-0.4% -$2.33K 0.02% 274
2024
Q2 		$472K Buy
8,908
+2,716
+44% +$144K 0.02% 289
2024
Q1 		$331K Sell
6,192
-1,014
-14% -$51.8K 0.01% 338
2023
Q4 		$376K Sell
7,206
-1,282
-15% -$64.5K 0.02% 305
2023
Q3 		$430K Sell
8,488
-4,862
-36% -$276K 0.02% 287
2023
Q2 		$780K Buy
13,350
+86
+0.6% +$5.19K 0.03% 227
2023
Q1 		$811K Sell
13,264
-941
-7% -$57.2K 0.03% 214
2022
Q4 		$894K Sell
14,205
-38,682
-73% -$2.32M 0.04% 196
2022
Q3 		$3.14M Buy
52,887
+466
+0.9% +$31.4K 0.15% 124
2022
Q2 		$3.42M Sell
52,421
-23,817
-31% -$1.62M 0.15% 123
2022
Q1 		$5.21M Buy
76,238
+3,279
+4% +$212K 0.21% 105
2021
Q4 		$5M Sell
72,959
-414
-0.6% -$26.9K 0.19% 107
2021
Q3 		$4.56M Buy
73,373
+3,917
+6% +$257K 0.19% 106
2021
Q2 		$4.2M Buy
69,456
+309
+0.4% +$19.3K 0.17% 113
2021
Q1 		$4.12M Buy
69,147
+205
+0.3% +$11.3K 0.17% 109
2020
Q4 		$3.83M Buy
68,942
+9,439
+16% +$518K 0.17% 101
2020
Q3 		$3.02M Buy
+59,503
New +$3.33M 0.15% 105

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

FineMark National Bank & Trust's EVRG Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Evergy (EVRG) stake by 0.95% in Q4 2025, buying an estimated $5.61K and bringing the position to 7,887 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #294.

FineMark National Bank & Trust first reported a position in EVRG in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.21M in Q1 2022. 922 funds tracked by Wall St. Rank hold EVRG as of Q4 2025.

  • FineMark National Bank & Trust held 7,887 shares of Evergy worth $572K as of Q4 2025.
  • FineMark National Bank & Trust bought 74 Evergy shares in Q4 2025, an estimated $5.61K.
  • Evergy made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #294 holding.
  • FineMark National Bank & Trust first reported a position in Evergy in Q3 2020 and has held it in 22 quarters since.
  • FineMark National Bank & Trust's Evergy position peaked at $5.21M in Q1 2022.
  • 922 funds tracked by Wall St. Rank held Evergy as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.