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Summit Trail Advisors’s Evergy EVRG Stock Holding History

Summit Trail Advisors’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 		$2.4M Buy
27,824
+5,214
+23% +$432K 0.03% 489
2026
Q1 		$1.85M Sell
22,610
-47
-0.2% -$3.71K 0.03% 586
2025
Q4 		$1.64M Buy
22,657
+5,169
+30% +$392K 0.03% 525
2025
Q3 		$1.33M Buy
17,488
+11,392
+187% +$812K 0.02% 671
2025
Q2 		$420K Buy
6,096
+1,957
+47% +$132K 0.01% 794
2025
Q1 		$285K Sell
4,139
-2,776
-40% -$182K 0.01% 333
2024
Q4 		$426K Buy
6,915
+2,195
+47% +$136K 0.02% 243
2024
Q3 		$293K Buy
+4,720
New +$275K 0.01% 552
2018
Q4 		– Sell
-2,349
Closed -$129K – 158
2018
Q3 		$129K Buy
2,349
+88
+4% +$4.98K 0.03% 240
2018
Q2 		$127K Buy
+2,261
New +$121K 0.04% 181

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

Summit Trail Advisors's EVRG Position: Q2 2026 in Review

Summit Trail Advisors increased its Evergy (EVRG) stake by 23% in Q2 2026, buying an estimated $432K and bringing the position to 27,824 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #489.

Summit Trail Advisors first reported a position in EVRG in Q2 2018 and has held it in 10 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Summit Trail Advisors held 27,824 shares of Evergy worth $2.4M as of Q2 2026.
  • Summit Trail Advisors bought 5,214 Evergy shares in Q2 2026, an estimated $432K.
  • Evergy made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #489 holding.
  • Summit Trail Advisors first reported a position in Evergy in Q2 2018 and has held it in 10 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.