Southern Michigan Bank & Trust’s Evergy EVRG Stock Holding History

Southern Michigan Bank & Trust’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	$108K	Hold	1,250	–	–	0.04%	137
2026 Q1	$102K	Buy	+1,250	New	+$98.8K	0.04%	139

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Southern Michigan Bank & Trust's EVRG Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Evergy (EVRG) position steady in Q2 2026 at 1,250 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #137.

Southern Michigan Bank & Trust first reported a position in EVRG in Q1 2026 and has held it in 2 quarters since. 893 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Southern Michigan Bank & Trust held 1,250 shares of Evergy worth $108K as of Q2 2026.
Southern Michigan Bank & Trust left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.04% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #137 holding.
Southern Michigan Bank & Trust first reported a position in Evergy in Q1 2026 and has held it in 2 quarters since.
893 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.