KTC
EVRG icon

Kentucky Trust Company’s Evergy EVRG Stock Holding History

Kentucky Trust Company’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 		$410K Sell
4,746
-5
-0.1% -$414 0.2% 84
2026
Q1 		$389K Buy
4,751
+170
+4% +$13.4K 0.2% 87
2025
Q4 		$332K Sell
4,581
-5
-0.1% -$379 0.18% 93
2025
Q3 		$349K Hold
4,586
– – 0.19% 90
2025
Q2 		$316K Sell
4,586
-59
-1% -$3.96K 0.18% 93
2025
Q1 		$320K Buy
4,645
+36
+0.8% +$2.36K 0.19% 93
2024
Q4 		$284K Buy
+4,609
New +$285K 0.17% 96

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

Kentucky Trust Company's EVRG Position: Q2 2026 in Review

Kentucky Trust Company reduced its Evergy (EVRG) stake by 0.11% in Q2 2026, selling an estimated $414 and leaving 4,746 shares worth $410K. The position accounts for 0.2% of the portfolio, ranked #84.

Kentucky Trust Company first reported a position in EVRG in Q4 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Kentucky Trust Company held 4,746 shares of Evergy worth $410K as of Q2 2026.
  • Kentucky Trust Company sold 5 Evergy shares in Q2 2026, an estimated $414.
  • Evergy made up 0.2% of Kentucky Trust Company's portfolio in Q2 2026, its #84 holding.
  • Kentucky Trust Company first reported a position in Evergy in Q4 2024 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.