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Tower Trust & Investment Company’s Evergy EVRG Stock Holding History

Tower Trust & Investment Company’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 		$50K Hold
579
– – 0.03% 135
2026
Q1 		$47.4K Hold
579
– – 0.03% 130
2025
Q4 		$42K Buy
+579
New +$43.9K 0.03% 133

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VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Tower Trust & Investment Company's EVRG Position: Q2 2026 in Review

Tower Trust & Investment Company held its Evergy (EVRG) position steady in Q2 2026 at 579 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #135.

Tower Trust & Investment Company first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Tower Trust & Investment Company held 579 shares of Evergy worth $50K as of Q2 2026.
  • Tower Trust & Investment Company left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.03% of Tower Trust & Investment Company's portfolio in Q2 2026, its #135 holding.
  • Tower Trust & Investment Company first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.