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Greenleaf Trust’s Evergy EVRG Stock Holding History

Greenleaf 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 		$420K Buy
4,859
+112
+2% +$9.27K ﹤0.01% 570
2026
Q1 		$389K Buy
4,747
+76
+2% +$6.01K ﹤0.01% 562
2025
Q4 		$339K Buy
4,671
+804
+21% +$61K ﹤0.01% 607
2025
Q3 		$294K Buy
3,867
+372
+11% +$26.5K ﹤0.01% 649
2025
Q2 		$241K Buy
3,495
+14
+0.4% +$941 ﹤0.01% 708
2025
Q1 		$240K Sell
3,481
-18
-0.5% -$1.18K ﹤0.01% 717
2024
Q4 		$215K Buy
3,499
+52
+2% +$3.22K ﹤0.01% 760
2024
Q3 		$214K Buy
+3,447
New +$201K ﹤0.01% 783

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

Greenleaf Trust's EVRG Position: Q2 2026 in Review

Greenleaf Trust increased its Evergy (EVRG) stake by 2.4% in Q2 2026, buying an estimated $9.27K and bringing the position to 4,859 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Greenleaf Trust first reported a position in EVRG in Q3 2024 and has held it in 8 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Greenleaf Trust held 4,859 shares of Evergy worth $420K as of Q2 2026.
  • Greenleaf Trust bought 112 Evergy shares in Q2 2026, an estimated $9.27K.
  • Evergy made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #570 holding.
  • Greenleaf Trust first reported a position in Evergy in Q3 2024 and has held it in 8 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.