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SVB Wealth’s Evergy EVRG Stock Holding History

SVB Wealth’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 		$3.88M Sell
44,939
-6,836
-13% -$566K 0.24% 81
2026
Q1 		$4.24M Buy
51,775
+21,212
+69% +$1.68M 0.28% 80
2025
Q4 		$2.22M Buy
30,563
+14,066
+85% +$1.07M 0.13% 140
2025
Q3 		$1.25M Buy
16,497
+2,510
+18% +$179K 0.07% 202
2025
Q2 		$964K Buy
13,987
+12,582
+896% +$846K 0.05% 234
2025
Q1 		$96.8K Buy
+1,405
New +$91.9K ﹤0.01% 411
2020
Q2 		– Sell
-5,366
Closed -$295K – 652
2020
Q1 		$295K Sell
5,366
-7,389
-58% -$486K 0.01% 396
2019
Q4 		$830K Sell
12,755
-2,049
-14% -$131K 0.02% 338
2019
Q3 		$985K Sell
14,804
-868
-6% -$54.9K 0.02% 278
2019
Q2 		$943K Sell
15,672
-1,189
-7% -$69.6K 0.03% 289
2019
Q1 		$979K Sell
16,861
-799
-5% -$45.5K 0.04% 224
2018
Q4 		$1M Sell
17,660
-2,197
-11% -$127K 0.04% 218
2018
Q3 		$1.09M Sell
19,857
-319
-2% -$18K 0.04% 239
2018
Q2 		$1.13M Buy
+20,176
New +$1.08M 0.04% 234

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

SVB Wealth's EVRG Position: Q2 2026 in Review

SVB Wealth reduced its Evergy (EVRG) stake by 13% in Q2 2026, selling an estimated $566K and leaving 44,939 shares worth $3.88M. The position accounts for 0.24% of the portfolio, ranked #81.

SVB Wealth first reported a position in EVRG in Q2 2018 and has held it in 14 quarters since. The position peaked at $4.24M in Q1 2026. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • SVB Wealth held 44,939 shares of Evergy worth $3.88M as of Q2 2026.
  • SVB Wealth sold 6,836 Evergy shares in Q2 2026, an estimated $566K.
  • Evergy made up 0.24% of SVB Wealth's portfolio in Q2 2026, its #81 holding.
  • SVB Wealth first reported a position in Evergy in Q2 2018 and has held it in 14 quarters since.
  • SVB Wealth's Evergy position peaked at $4.24M in Q1 2026.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.