Mechanics Financial Corp’s Evergy EVRG Stock Holding History

Mechanics Financial Corp’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	$52.3K	Hold	605	–	–	0.02%	168
2026 Q1	$49.6K	Hold	605	–	–	0.02%	171
2025 Q4	$43.9K	Hold	605	–	–	0.02%	177
2025 Q3	$46K	Hold	605	–	–	0.02%	180
2025 Q2	$41.7K	Hold	605	–	–	0.02%	184
2025 Q1	$41.7K	Hold	605	–	–	0.02%	183
2024 Q4	$37.2K	Hold	605	–	–	0.02%	178
2024 Q3	$37.5K	Hold	605	–	–	0.02%	170
2024 Q2	$32K	Hold	605	–	–	0.02%	170
2024 Q1	$32.3K	Buy	605 +85	+16%	+$4.34K	0.02%	163
2023 Q4	$27.1K	Hold	520	–	–	0.02%	159
2023 Q3	$26.4K	Hold	520	–	–	0.01%	157
2023 Q2	$30.4K	Hold	520	–	–	0.02%	157
2023 Q1	$31.8K	Hold	520	–	–	0.02%	157
2022 Q4	$33K	Sell	520 -100	-16%	-$6.01K	0.02%	156
2022 Q3	$37K	Hold	620	–	–	0.02%	154
2022 Q2	$40K	Hold	620	–	–	0.02%	154
2022 Q1	$42K	Hold	620	–	–	0.02%	154
2021 Q4	$43K	Buy	+620	New	+$40.3K	0.02%	151

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Mechanics Financial Corp's EVRG Position: Q2 2026 in Review

Mechanics Financial Corp held its Evergy (EVRG) position steady in Q2 2026 at 605 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #168.

Mechanics Financial Corp first reported a position in EVRG in Q4 2021 and has held it in 19 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Mechanics Financial Corp held 605 shares of Evergy worth $52.3K as of Q2 2026.
Mechanics Financial Corp left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.02% of Mechanics Financial Corp's portfolio in Q2 2026, its #168 holding.
Mechanics Financial Corp first reported a position in Evergy in Q4 2021 and has held it in 19 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.