Private Trust Company’s Evergy EVRG Stock Holding History

Private Trust Company’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	$41.7K	Hold	482	–	–	﹤0.01%	1460
2026 Q1	$39.5K	Hold	482	–	–	﹤0.01%	1403
2025 Q4	$34.9K	Buy	482 +26	+6%	+$1.97K	﹤0.01%	1410
2025 Q3	$34.7K	Buy	456 +10	+2%	+$713	﹤0.01%	1416
2025 Q2	$30.7K	Hold	446	–	–	﹤0.01%	1400
2025 Q1	$30.8K	Sell	446 -22	-5%	-$1.44K	﹤0.01%	1381
2024 Q4	$28.8K	Hold	468	–	–	﹤0.01%	1363
2024 Q3	$29K	Hold	468	–	–	﹤0.01%	1330
2024 Q2	$24.8K	Hold	468	–	–	﹤0.01%	1375
2024 Q1	$25K	Sell	468 -49	-9%	-$2.5K	﹤0.01%	1358
2023 Q4	$27K	Buy	517 +55	+12%	+$2.77K	﹤0.01%	1293
2023 Q3	$23.4K	Hold	462	–	–	﹤0.01%	1293
2023 Q2	$27K	Sell	462 -2	-0.4%	-$121	﹤0.01%	1252
2023 Q1	$28.4K	Hold	464	–	–	﹤0.01%	1202
2022 Q4	$29K	Buy	464 +31	+7%	+$1.86K	﹤0.01%	1160
2022 Q3	$26K	Hold	433	–	–	﹤0.01%	1109
2022 Q2	$28K	Buy	+433	New	+$29.4K	﹤0.01%	1119

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

Private Trust Company's EVRG Position: Q2 2026 in Review

Private Trust Company held its Evergy (EVRG) position steady in Q2 2026 at 482 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Private Trust Company first reported a position in EVRG in Q2 2022 and has held it in 17 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Private Trust Company held 482 shares of Evergy worth $41.7K as of Q2 2026.
Private Trust Company left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1460 holding.
Private Trust Company first reported a position in Evergy in Q2 2022 and has held it in 17 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.