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Texas Capital Bank Wealth Management Services’s Evergy EVRG Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$310K Buy
3,789
+6
+0.2% +$474 0.02% 273
2025
Q4 		$274K Buy
3,783
+2
+0.1% +$152 0.02% 269
2025
Q3 		$287K Buy
+3,781
New +$269K 0.02% 207

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

Texas Capital Bank Wealth Management Services's EVRG Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Evergy (EVRG) stake by 0.16% in Q1 2026, buying an estimated $474 and bringing the position to 3,789 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #273.

Texas Capital Bank Wealth Management Services first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 3,789 shares of Evergy worth $310K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 6 Evergy shares in Q1 2026, an estimated $474.
  • Evergy made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #273 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.