TI-Trust’s Evergy EVRG Stock Holding History

TI-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	$609K	Sell	7,047 -100	-1%	-$8.28K	0.33%	80
2026 Q1	$585K	Buy	7,147 +100	+1%	+$7.9K	0.35%	81
2025 Q4	$511K	Hold	7,047	–	–	0.32%	82
2025 Q3	$536K	Hold	7,047	–	–	0.34%	83
2025 Q2	$486K	Hold	7,047	–	–	0.33%	82
2025 Q1	$486K	Hold	7,047	–	–	0.32%	81
2024 Q4	$434K	Hold	7,047	–	–	0.29%	87
2024 Q3	$437K	Hold	7,047	–	–	0.31%	89
2024 Q2	$373K	Hold	7,047	–	–	0.29%	91
2024 Q1	$376K	Buy	+7,047	New	+$360K	0.28%	96
2022 Q3	–	Sell	-3,080	Closed	-$201K	–	104
2022 Q2	$201K	Buy	+3,080	New	+$209K	0.21%	104

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TI-Trust's EVRG Position: Q2 2026 in Review

TI-Trust reduced its Evergy (EVRG) stake by 1.4% in Q2 2026, selling an estimated $8.28K and leaving 7,047 shares worth $609K. The position accounts for 0.33% of the portfolio, ranked #80.

TI-Trust first reported a position in EVRG in Q2 2022 and has held it in 11 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

TI-Trust held 7,047 shares of Evergy worth $609K as of Q2 2026.
TI-Trust sold 100 Evergy shares in Q2 2026, an estimated $8.28K.
Evergy made up 0.33% of TI-Trust's portfolio in Q2 2026, its #80 holding.
TI-Trust first reported a position in Evergy in Q2 2022 and has held it in 11 quarters since.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.