MassMutual Private Wealth & Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $294K | Sell |
3,398
-100
| -3% | -$8.28K | 0.01% | 391 |
|
|
2026
Q1 | $287K | Sell |
3,498
-204
| -6% | -$16.1K | 0.01% | 383 |
|
|
2025
Q4 | $268K | Sell |
3,702
-142
| -4% | -$10.8K | 0.01% | 392 |
|
|
2025
Q3 | $292K | Sell |
3,844
-61
| -2% | -$4.35K | 0.01% | 383 |
|
|
2025
Q2 | $269K | Buy |
3,905
+221
| +6% | +$14.9K | 0.01% | 399 |
|
|
2025
Q1 | $254K | Buy |
3,684
+98
| +3% | +$6.41K | 0.01% | 399 |
|
|
2024
Q4 | $221K | Sell |
3,586
-1,421
| -28% | -$87.9K | 0.01% | 429 |
|
|
2024
Q3 | $310K | Buy |
5,007
+20
| +0.4% | +$1.16K | 0.01% | 354 |
|
|
2024
Q2 | $264K | Buy |
4,987
+65
| +1% | +$3.46K | 0.01% | 363 |
|
|
2024
Q1 | $263K | Buy |
4,922
+1
| +0% | +$51 | 0.01% | 351 |
|
|
2023
Q4 | $257K | Buy |
4,921
+862
| +21% | +$43.4K | 0.01% | 350 |
|
|
2023
Q3 | $206K | Sell |
4,059
-547
| -12% | -$31.1K | 0.01% | 367 |
|
|
2023
Q2 | $269K | Buy |
4,606
+41
| +0.9% | +$2.48K | 0.01% | 338 |
|
|
2023
Q1 | $279K | Buy |
4,565
+318
| +7% | +$19.3K | 0.01% | 326 |
|
|
2022
Q4 | $267K | Buy |
4,247
+25
| +0.6% | +$1.5K | 0.01% | 323 |
|
|
2022
Q3 | $251K | Buy |
4,222
+78
| +2% | +$5.25K | 0.01% | 311 |
|
|
2022
Q2 | $270K | Buy |
4,144
+171
| +4% | +$11.6K | 0.01% | 314 |
|
|
2022
Q1 | $272K | Sell |
3,973
-44
| -1% | -$2.84K | 0.01% | 320 |
|
|
2021
Q4 | $276K | Sell |
4,017
-123
| -3% | -$8K | 0.01% | 328 |
|
|
2021
Q3 | $258K | Sell |
4,140
-37
| -0.9% | -$2.43K | 0.01% | 327 |
|
|
2021
Q2 | $252K | Sell |
4,177
-29
| -0.7% | -$1.81K | 0.01% | 330 |
|
|
2021
Q1 | $250K | Sell |
4,206
-89
| -2% | -$4.92K | 0.01% | 325 |
|
|
2020
Q4 | $238K | Sell |
4,295
-429
| -9% | -$23.5K | 0.01% | 327 |
|
|
2020
Q3 | $240K | Sell |
4,724
-88
| -2% | -$4.92K | 0.01% | 318 |
|
|
2020
Q2 | $285K | Sell |
4,812
-307
| -6% | -$18.2K | 0.02% | 306 |
|
|
2020
Q1 | $282K | Sell |
5,119
-430
| -8% | -$28.3K | 0.02% | 279 |
|
|
2019
Q4 | $361K | Buy |
5,549
+120
| +2% | +$7.65K | 0.02% | 305 |
|
|
2019
Q3 | $361K | Sell |
5,429
-73
| -1% | -$4.62K | 0.02% | 302 |
|
|
2019
Q2 | $331K | Sell |
5,502
-406
| -7% | -$23.8K | 0.02% | 302 |
|
|
2019
Q1 | $343K | Sell |
5,908
-268
| -4% | -$15.3K | 0.02% | 302 |
|
|
2018
Q4 | $351K | Sell |
6,176
-55
| -0.9% | -$3.17K | 0.03% | 274 |
|
|
2018
Q3 | $342K | Sell |
6,231
-541
| -8% | -$30.6K | 0.03% | 301 |
|
|
2018
Q2 | $380K | Buy |
+6,772
| New | +$363K | 0.03% | 288 |
|
Other funds holding EVRG
MassMutual Private Wealth & Trust's EVRG Position: Q2 2026 in Review
MassMutual Private Wealth & Trust reduced its Evergy (EVRG) stake by 2.9% in Q2 2026, selling an estimated $8.28K and leaving 3,398 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #391.
MassMutual Private Wealth & Trust first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $380K in Q2 2018. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- MassMutual Private Wealth & Trust held 3,398 shares of Evergy worth $294K as of Q2 2026.
- MassMutual Private Wealth & Trust sold 100 Evergy shares in Q2 2026, an estimated $8.28K.
- Evergy made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #391 holding.
- MassMutual Private Wealth & Trust first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
- MassMutual Private Wealth & Trust's Evergy position peaked at $380K in Q2 2018.
- 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.