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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
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 $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

Heartland Bank & Trust's EVRG Position: Q1 2026 in Review

Heartland Bank & Trust increased its Evergy (EVRG) stake by 3.3% in Q1 2026, buying an estimated $21.9K and bringing the position to 8,694 shares worth $712K. The position accounts for 0.16% of the portfolio, ranked #101.

Heartland Bank & Trust first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Heartland Bank & Trust held 8,694 shares of Evergy worth $712K as of Q1 2026.
  • Heartland Bank & Trust bought 277 Evergy shares in Q1 2026, an estimated $21.9K.
  • Evergy made up 0.16% of Heartland Bank & Trust's portfolio in Q1 2026, its #101 holding.
  • Heartland Bank & Trust first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.