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Pinnacle Bancorp’s Evergy EVRG Stock Holding History

Pinnacle Bancorp’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 		$60.2K Hold
696
– – 0.02% 432
2026
Q1 		$57K Sell
696
-15
-2% -$1.19K 0.02% 430
2025
Q4 		$51.5K Buy
711
+18
+3% +$1.37K 0.02% 437
2025
Q3 		$52.7K Sell
693
-47
-6% -$3.35K 0.02% 436
2025
Q2 		$51K Hold
740
– – 0.02% 427
2025
Q1 		$51K Hold
740
– – 0.02% 418
2024
Q4 		$45.5K Hold
740
– – 0.01% 447
2024
Q3 		$45.9K Hold
740
– – 0.01% 443
2024
Q2 		$39.2K Hold
740
– – 0.01% 441
2024
Q1 		$39.5K Buy
740
+27
+4% +$1.38K 0.01% 445
2023
Q4 		$37.2K Hold
713
– – 0.01% 437
2023
Q3 		$36.1K Sell
713
-653
-48% -$37.1K 0.01% 423
2023
Q2 		$79.8K Hold
1,366
– – 0.03% 286
2023
Q1 		$83.5K Hold
1,366
– – 0.03% 279
2022
Q4 		$86K Hold
1,366
– – 0.03% 265
2022
Q3 		$81K Buy
1,366
+680
+99% +$45.8K 0.04% 258
2022
Q2 		$45K Sell
686
-13
-2% -$882 0.02% 340
2022
Q1 		$48K Sell
699
-182
-21% -$11.7K 0.02% 356
2021
Q4 		$60K Hold
881
– – 0.02% 324
2021
Q3 		$55K Sell
881
-28
-3% -$1.84K 0.02% 330
2021
Q2 		$55K Hold
909
– – 0.03% 336
2021
Q1 		$54K Sell
909
-439
-33% -$24.3K 0.03% 328
2020
Q4 		$75K Hold
1,348
– – 0.05% 271
2020
Q3 		$69K Hold
1,348
– – 0.05% 262
2020
Q2 		$80K Hold
1,348
– – 0.06% 229
2020
Q1 		$74K Hold
1,348
– – 0.06% 214
2019
Q4 		$88K Sell
1,348
-24
-2% -$1.53K 0.06% 228
2019
Q3 		$91K Sell
1,372
-418
-23% -$26.4K 0.05% 217
2019
Q2 		$108K Hold
1,790
– – 0.06% 195
2019
Q1 		$104K Sell
1,790
-1,196
-40% -$68.1K 0.06% 198
2018
Q4 		$170K Buy
+2,986
New +$172K 0.1% 143

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

Pinnacle Bancorp's EVRG Position: Q2 2026 in Review

Pinnacle Bancorp held its Evergy (EVRG) position steady in Q2 2026 at 696 shares worth $60.2K. The position accounts for 0.02% of the portfolio, ranked #432.

Pinnacle Bancorp first reported a position in EVRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $170K in Q4 2018. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Pinnacle Bancorp held 696 shares of Evergy worth $60.2K as of Q2 2026.
  • Pinnacle Bancorp left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.02% of Pinnacle Bancorp's portfolio in Q2 2026, its #432 holding.
  • Pinnacle Bancorp first reported a position in Evergy in Q4 2018 and has held it in 31 quarters since.
  • Pinnacle Bancorp's Evergy position peaked at $170K in Q4 2018.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.