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Grove Bank & Trust’s Evergy EVRG Stock Holding History

Grove 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
Q3 		$2.98K Buy
+38
New +$3.15K ﹤0.01% 813
2023
Q2 		– Sell
-55
Closed -$3.36K – 665
2023
Q1 		$3.36K Buy
+55
New +$3.35K ﹤0.01% 600

Other funds holding EVRG

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Grove Bank & Trust's EVRG Position: Q3 2026 in Review

Grove Bank & Trust opened a new position in Evergy (EVRG) in Q3 2026: 38 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in EVRG as recently as Q1 2023.

Grove Bank & Trust first reported a position in EVRG in Q1 2023 and has held it in 2 quarters since. The position peaked at $3.36K in Q1 2023. 31 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Grove Bank & Trust held 38 shares of Evergy worth $2.98K as of Q3 2026.
  • Evergy was a new Grove Bank & Trust position in Q3 2026.
  • Evergy made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #813 holding.
  • Grove Bank & Trust first reported a position in Evergy in Q1 2023 and has held it in 2 quarters since.
  • Grove Bank & Trust's Evergy position peaked at $3.36K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.