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Heartland Bank & Trust’s Evergy EVRG Stock Holding History

Heartland 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 		$743K Sell
8,593
-101
-1% -$8.36K 0.15% 105
2026
Q1 		$712K Buy
8,694
+277
+3% +$21.9K 0.16% 101
2025
Q4 		$610K Sell
8,417
-142
-2% -$10.8K 0.26% 83
2025
Q3 		$651K Sell
8,559
-3
-0% -$214 0.27% 87
2025
Q2 		$590K Sell
8,562
-252
-3% -$16.9K 0.28% 84
2025
Q1 		$608K Buy
+8,814
New +$577K 0.31% 79

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

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

Heartland Bank & Trust reduced its Evergy (EVRG) stake by 1.2% in Q2 2026, selling an estimated $8.36K and leaving 8,593 shares worth $743K. The position accounts for 0.15% of the portfolio, ranked #105.

Heartland Bank & Trust first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Heartland Bank & Trust held 8,593 shares of Evergy worth $743K as of Q2 2026.
  • Heartland Bank & Trust sold 101 Evergy shares in Q2 2026, an estimated $8.36K.
  • Evergy made up 0.15% of Heartland Bank & Trust's portfolio in Q2 2026, its #105 holding.
  • Heartland Bank & Trust first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.