Northland Securities’s Evergy EVRG Stock Holding History

Northland Securities’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	$335K	Hold	3,873	–	–	0.2%	74
2026 Q1	$317K	Hold	3,873	–	–	0.3%	71
2025 Q4	$281K	Buy	+3,873	New	+$294K	0.27%	79

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northland Securities's EVRG Position: Q2 2026 in Review

Northland Securities held its Evergy (EVRG) position steady in Q2 2026 at 3,873 shares worth $335K. The position accounts for 0.2% of the portfolio, ranked #74.

Northland Securities first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Northland Securities held 3,873 shares of Evergy worth $335K as of Q2 2026.
Northland Securities left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.2% of Northland Securities's portfolio in Q2 2026, its #74 holding.
Northland Securities first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
614 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.