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Glenview Trust’s Evergy EVRG Stock Holding History

Glenview 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 		$335K Buy
3,881
+581
+18% +$48.1K ﹤0.01% 427
2026
Q1 		$270K Hold
3,300
– – ﹤0.01% 445
2025
Q4 		$239K Sell
3,300
-751
-19% -$57K ﹤0.01% 453
2025
Q3 		$308K Buy
4,051
+293
+8% +$20.9K ﹤0.01% 429
2025
Q2 		$259K Sell
3,758
-46
-1% -$3.09K ﹤0.01% 450
2025
Q1 		$262K Buy
+3,804
New +$249K 0.01% 427

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

Glenview Trust's EVRG Position: Q2 2026 in Review

Glenview Trust increased its Evergy (EVRG) stake by 18% in Q2 2026, buying an estimated $48.1K and bringing the position to 3,881 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Glenview Trust first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Glenview Trust held 3,881 shares of Evergy worth $335K as of Q2 2026.
  • Glenview Trust bought 581 Evergy shares in Q2 2026, an estimated $48.1K.
  • Evergy made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #427 holding.
  • Glenview Trust first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.