Riverview Trust Company’s Evergy EVRG Stock Holding History

Riverview 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
2025 Q2	–	Sell	-804	Closed	-$55.4K	–	331
2025 Q1	$55.4K	Hold	804	–	–	0.05%	210
2024 Q4	$49.5K	Hold	804	–	–	0.05%	226
2024 Q3	$49.9K	Hold	804	–	–	0.04%	239
2024 Q2	$42.6K	Hold	804	–	–	0.04%	249
2024 Q1	$42.9K	Buy	+804	New	+$41.1K	0.03%	263
2023 Q3	–	Sell	-215	Closed	-$12.6K	–	689
2023 Q2	$12.6K	Hold	215	–	–	0.01%	645
2023 Q1	$13.1K	Hold	215	–	–	0.01%	589
2022 Q4	$14K	Buy	+215	New	+$12.9K	0.01%	472
2021 Q3	–	Sell	-129	Closed	-$8K	–	238
2021 Q2	$8K	Hold	129	–	–	0.01%	215
2021 Q1	$8K	Hold	129	–	–	0.01%	210
2020 Q4	$7K	Sell	129 -129	-50%	-$7.08K	0.01%	212
2020 Q3	$13K	Hold	258	–	–	0.01%	215
2020 Q2	$15K	Hold	258	–	–	0.01%	217
2020 Q1	$14K	Hold	258	–	–	0.01%	222
2019 Q4	$17K	Sell	258 -129	-33%	-$8.23K	0.01%	238
2019 Q3	$26K	Hold	387	–	–	0.02%	210
2019 Q2	$23K	Sell	387 -129	-25%	-$7.55K	0.02%	213
2019 Q1	$30K	Sell	516 -129	-20%	-$7.34K	0.02%	198
2018 Q4	$37K	Buy	+645	New	+$37.2K	0.03%	162

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Riverview Trust Company's EVRG Position: Q2 2025 in Review

Riverview Trust Company sold out of Evergy (EVRG) in Q2 2025, closing a stake of 804 shares — an estimated $55.4K sold.

Riverview Trust Company first reported a position in EVRG in Q4 2018 and held it in 19 quarters. The position peaked at $55.4K in Q1 2025. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

Riverview Trust Company reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 804 Evergy shares in Q2 2025, an estimated $55.4K.
Riverview Trust Company first reported a position in Evergy in Q4 2018 and held it in 19 quarters.
Riverview Trust Company's Evergy position peaked at $55.4K in Q1 2025.
819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.