GT
EVRG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Glenview Trust's EVRG Position: Q1 2026 in Review

Glenview Trust held its Evergy (EVRG) position steady in Q1 2026 at 3,300 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Glenview Trust first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $308K in Q3 2025. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Glenview Trust held 3,300 shares of Evergy worth $270K as of Q1 2026.
  • Glenview Trust left its Evergy share count unchanged in Q1 2026.
  • Evergy made up ﹤0.01% of Glenview Trust's portfolio in Q1 2026, its #445 holding.
  • Glenview Trust first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
  • Glenview Trust's Evergy position peaked at $308K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.