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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Summit Trail Advisors's EVRG Position: Q1 2026 in Review

Summit Trail Advisors reduced its Evergy (EVRG) stake by 0.21% in Q1 2026, selling an estimated $3.71K and leaving 22,610 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #586.

Summit Trail Advisors first reported a position in EVRG in Q2 2018 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Summit Trail Advisors held 22,610 shares of Evergy worth $1.85M as of Q1 2026.
  • Summit Trail Advisors sold 47 Evergy shares in Q1 2026, an estimated $3.71K.
  • Evergy made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #586 holding.
  • Summit Trail Advisors first reported a position in Evergy in Q2 2018 and has held it in 9 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.