Nicolet Bankshares’s Evergy EVRG Stock Holding History

Nicolet Bankshares’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	$1.13M	Sell	13,068 -59	-0.4%	-$4.88K	0.04%	283
2026 Q1	$1.08M	Buy	13,127 +5,127	+64%	+$405K	0.04%	274
2025 Q4	$580K	Hold	8,000	–	–	0.09%	137
2025 Q3	$608K	Hold	8,000	–	–	0.1%	135
2025 Q2	$551K	Hold	8,000	–	–	0.1%	135
2025 Q1	$552K	Hold	8,000	–	–	0.11%	125
2024 Q4	$492K	Hold	8,000	–	–	0.12%	133
2024 Q3	$496K	Hold	8,000	–	–	0.12%	131
2024 Q2	$424K	Hold	8,000	–	–	0.11%	142
2024 Q1	$427K	Hold	8,000	–	–	0.11%	144
2023 Q4	$418K	Hold	8,000	–	–	0.11%	141
2023 Q3	$406K	Hold	8,000	–	–	0.12%	123
2023 Q2	$467K	Hold	8,000	–	–	0.13%	123
2023 Q1	$489K	Hold	8,000	–	–	0.16%	106
2022 Q4	$503K	Hold	8,000	–	–	0.17%	110
2022 Q3	$475K	Hold	8,000	–	–	0.14%	108
2022 Q2	$522K	Hold	8,000	–	–	0.14%	114
2022 Q1	$547K	Hold	8,000	–	–	0.12%	114
2021 Q4	$549K	Hold	8,000	–	–	0.12%	117
2021 Q3	$498K	Hold	8,000	–	–	0.13%	124
2021 Q2	$483K	Hold	8,000	–	–	0.13%	131
2021 Q1	$476K	Hold	8,000	–	–	0.13%	125
2020 Q4	$444K	Hold	8,000	–	–	0.14%	124
2020 Q3	$407K	Buy	+8,000	New	+$447K	0.14%	122

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

Nicolet Bankshares's EVRG Position: Q2 2026 in Review

Nicolet Bankshares reduced its Evergy (EVRG) stake by 0.45% in Q2 2026, selling an estimated $4.88K and leaving 13,068 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #283.

Nicolet Bankshares first reported a position in EVRG in Q3 2020 and has held it in 24 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Nicolet Bankshares held 13,068 shares of Evergy worth $1.13M as of Q2 2026.
Nicolet Bankshares sold 59 Evergy shares in Q2 2026, an estimated $4.88K.
Evergy made up 0.04% of Nicolet Bankshares's portfolio in Q2 2026, its #283 holding.
Nicolet Bankshares first reported a position in Evergy in Q3 2020 and has held it in 24 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Nicolet Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.