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First Citizens Bank & Trust’s Evergy EVRG Stock Holding History

First Citizens 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
2026
Q2 		$16.3M Sell
188,646
-21,976
-10% -$1.82M 0.24% 61
2026
Q1 		$17.3M Buy
210,622
+83,155
+65% +$6.57M 0.36% 48
2025
Q4 		$9.24M Buy
127,467
+1,388
+1% +$105K 0.19% 90
2025
Q3 		$9.58M Buy
126,079
+1,325
+1% +$94.4K 0.21% 89
2025
Q2 		$8.6M Buy
+124,754
New +$8.38M 0.16% 89

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

First Citizens Bank & Trust's EVRG Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Evergy (EVRG) stake by 10% in Q2 2026, selling an estimated $1.82M and leaving 188,646 shares worth $16.3M. The position accounts for 0.24% of the portfolio, ranked #61.

First Citizens Bank & Trust first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.3M in Q1 2026. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • First Citizens Bank & Trust held 188,646 shares of Evergy worth $16.3M as of Q2 2026.
  • First Citizens Bank & Trust sold 21,976 Evergy shares in Q2 2026, an estimated $1.82M.
  • Evergy made up 0.24% of First Citizens Bank & Trust's portfolio in Q2 2026, its #61 holding.
  • First Citizens Bank & Trust first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • First Citizens Bank & Trust's Evergy position peaked at $17.3M in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.