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Midwest Trust’s Evergy EVRG Stock Holding History

Midwest 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 		$5.51M Sell
63,798
-2,087
-3% -$173K 0.06% 204
2026
Q1 		$5.4M Sell
65,885
-4,761
-7% -$376K 0.07% 201
2025
Q4 		$5.12M Buy
70,646
+4,411
+7% +$335K 0.06% 209
2025
Q3 		$5.04M Sell
66,235
-1,757
-3% -$125K 0.07% 211
2025
Q2 		$4.69M Buy
+67,992
New +$4.57M 0.06% 211

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

Midwest Trust's EVRG Position: Q2 2026 in Review

Midwest Trust reduced its Evergy (EVRG) stake by 3.2% in Q2 2026, selling an estimated $173K and leaving 63,798 shares worth $5.51M. The position accounts for 0.06% of the portfolio, ranked #204.

Midwest Trust first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Midwest Trust held 63,798 shares of Evergy worth $5.51M as of Q2 2026.
  • Midwest Trust sold 2,087 Evergy shares in Q2 2026, an estimated $173K.
  • Evergy made up 0.06% of Midwest Trust's portfolio in Q2 2026, its #204 holding.
  • Midwest Trust first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.