MPWT
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MassMutual Private Wealth & Trust’s Evergy EVRG Stock Holding History

MassMutual Private Wealth & 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 		$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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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. 360 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.
  • 360 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.