Moody National Bank Trust Division’s Evergy EVRG Stock Holding History

Moody National Bank Trust Division’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	$772K	Buy	8,935 +14	+0.2%	+$1.16K	0.06%	281
2026 Q1	$731K	Buy	8,921 +118	+1%	+$9.32K	0.07%	274
2025 Q4	$638K	Sell	8,803 -2,320	-21%	-$176K	0.06%	299
2025 Q3	$846K	Sell	11,123 -191	-2%	-$13.6K	0.07%	287
2025 Q2	$780K	Sell	11,314 -166	-1%	-$11.2K	0.07%	287
2025 Q1	$792K	Buy	11,480 +14	+0.1%	+$916	0.08%	277
2024 Q4	$706K	Sell	11,466 -395	-3%	-$24.4K	0.07%	299
2024 Q3	$736K	Buy	11,861 +2,676	+29%	+$156K	0.08%	284
2024 Q2	$487K	Buy	9,185 +420	+5%	+$22.3K	0.04%	314
2024 Q1	$468K	Sell	8,765 -135	-2%	-$6.9K	0.04%	338
2023 Q4	$465K	Sell	8,900 -8,195	-48%	-$412K	0.04%	344
2023 Q3	$867K	Buy	17,095 +3,142	+23%	+$178K	0.06%	253
2023 Q2	$815K	Buy	13,953 +223	+2%	+$13.5K	0.06%	261
2023 Q1	$839K	Buy	13,730 +102	+0.7%	+$6.21K	0.07%	237
2022 Q4	$857K	Sell	13,628 -34	-0.2%	-$2.04K	0.07%	216
2022 Q3	$812K	Buy	13,662 +5,428	+66%	+$365K	0.08%	215
2022 Q2	$538K	Sell	8,234 -4,217	-34%	-$286K	0.06%	271
2022 Q1	$851K	Sell	12,451 -1,651	-12%	-$107K	0.03%	232
2021 Q4	$968K	Sell	14,102 -41,407	-75%	-$2.69M	0.03%	229
2021 Q3	$3.45M	Sell	55,509 -68	-0.1%	-$4.46K	0.05%	201
2021 Q2	$3.36M	Sell	55,577 -160	-0.3%	-$10K	0.07%	204
2021 Q1	$3.32M	Buy	55,737 +22	+0%	+$1.22K	0.08%	200
2020 Q4	$3.09M	Hold	55,715	–	–	0.08%	193
2020 Q3	$2.83M	Hold	55,715	–	–	0.09%	181
2020 Q2	$3.3M	Hold	55,715	–	–	0.1%	158
2020 Q1	$3.07M	Hold	55,715	–	–	0.11%	142
2019 Q4	$3.63M	Hold	55,715	–	–	0.1%	152
2019 Q3	$3.71M	Hold	55,715	–	–	0.1%	150
2019 Q2	$3.35M	Hold	55,715	–	–	0.1%	154
2019 Q1	$3.23M	Buy	55,715 +55,488	+24,444%	+$3.16M	0.09%	162
2018 Q4	$13K	Buy	+227	New	+$13.1K	﹤0.01%	563

Other funds holding EVRG

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Moody National Bank Trust Division's EVRG Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Evergy (EVRG) stake by 0.16% in Q2 2026, buying an estimated $1.16K and bringing the position to 8,935 shares worth $772K. The position accounts for 0.06% of the portfolio, ranked #281.

Moody National Bank Trust Division first reported a position in EVRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.71M in Q3 2019. 438 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Moody National Bank Trust Division held 8,935 shares of Evergy worth $772K as of Q2 2026.
Moody National Bank Trust Division bought 14 Evergy shares in Q2 2026, an estimated $1.16K.
Evergy made up 0.06% of Moody National Bank Trust Division's portfolio in Q2 2026, its #281 holding.
Moody National Bank Trust Division first reported a position in Evergy in Q4 2018 and has held it in 31 quarters since.
Moody National Bank Trust Division's Evergy position peaked at $3.71M in Q3 2019.
438 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.