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 Q3	$553K	Hold	7,047	–	–	0.3%	84
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

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

TI-Trust's EVRG Position: Q3 2026 in Review

TI-Trust held its Evergy (EVRG) position steady in Q3 2026 at 7,047 shares worth $553K. The position accounts for 0.3% of the portfolio, ranked #84.

TI-Trust first reported a position in EVRG in Q2 2022 and has held it in 12 quarters since. The position peaked at $609K in Q2 2026. 278 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

TI-Trust held 7,047 shares of Evergy worth $553K as of Q3 2026.
TI-Trust left its Evergy share count unchanged in Q3 2026.
Evergy made up 0.3% of TI-Trust's portfolio in Q3 2026, its #84 holding.
TI-Trust first reported a position in Evergy in Q2 2022 and has held it in 12 quarters since.
TI-Trust's Evergy position peaked at $609K in Q2 2026.
278 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on TI-Trust's 13F filing for Q3 2026, filed 21 Oct 2026.