Truist Financial
EVRG icon

Truist Financial’s Evergy EVRG Stock Holding History

Truist Financial’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 		$177M Buy
2,051,400
+142,956
+7% +$11.8M 0.21% 89
2026
Q1 		$156M Buy
1,908,444
+61,034
+3% +$4.82M 0.21% 92
2025
Q4 		$134M Buy
1,847,410
+408,452
+28% +$31M 0.18% 113
2025
Q3 		$109M Buy
1,438,958
+904,400
+169% +$64.5M 0.15% 139
2025
Q2 		$36.8M Buy
534,558
+517,087
+2,960% +$34.8M 0.05% 281
2025
Q1 		$1.2M Sell
17,471
-2,269
-11% -$148K ﹤0.01% 1442
2024
Q4 		$1.21M Buy
19,740
+634
+3% +$39.2K ﹤0.01% 1460
2024
Q3 		$1.18M Buy
19,106
+1,446
+8% +$84.1K ﹤0.01% 1448
2024
Q2 		$935K Sell
17,660
-774
-4% -$41.2K ﹤0.01% 1641
2024
Q1 		$984K Sell
18,434
-70,022
-79% -$3.58M ﹤0.01% 1624
2023
Q4 		$4.62M Sell
88,456
-42,061
-32% -$2.12M 0.01% 890
2023
Q3 		$6.62M Buy
130,517
+27,605
+27% +$1.57M 0.01% 742
2023
Q2 		$6.01M Buy
102,912
+98
+0.1% +$5.92K 0.01% 770
2023
Q1 		$6.28M Buy
102,814
+16,272
+19% +$990K 0.01% 746
2022
Q4 		$5.45M Sell
86,542
-6,999
-7% -$420K 0.01% 792
2022
Q3 		$5.56M Buy
93,541
+10,240
+12% +$689K 0.01% 743
2022
Q2 		$5.43M Sell
83,301
-17,989
-18% -$1.22M 0.01% 779
2022
Q1 		$6.92M Buy
101,290
+33,909
+50% +$2.19M 0.01% 766
2021
Q4 		$4.62M Buy
67,381
+59,501
+755% +$3.87M 0.01% 911
2021
Q3 		$490K Buy
7,880
+817
+12% +$53.6K ﹤0.01% 2017
2021
Q2 		$426K Buy
7,063
+530
+8% +$33.2K ﹤0.01% 2174
2021
Q1 		$390K Buy
6,533
+109
+2% +$6.03K ﹤0.01% 2128
2020
Q4 		$358K Sell
6,424
-1,284
-17% -$70.5K ﹤0.01% 2045
2020
Q3 		$391K Sell
7,708
-2,613
-25% -$146K ﹤0.01% 1852
2020
Q2 		$611K Sell
10,321
-1,162
-10% -$68.8K ﹤0.01% 1518
2020
Q1 		$632K Sell
11,483
-965
-8% -$63.4K ﹤0.01% 1452
2019
Q4 		$811K Buy
+12,448
New +$794K ﹤0.01% 1550

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

Truist Financial's EVRG Position: Q2 2026 in Review

Truist Financial increased its Evergy (EVRG) stake by 7.5% in Q2 2026, buying an estimated $11.8M and bringing the position to 2,051,400 shares worth $177M. The position accounts for 0.21% of the portfolio, ranked #89.

Truist Financial first reported a position in EVRG in Q4 2019 and has held it in 27 quarters since. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Truist Financial held 2,051,400 shares of Evergy worth $177M as of Q2 2026.
  • Truist Financial bought 142,956 Evergy shares in Q2 2026, an estimated $11.8M.
  • Evergy made up 0.21% of Truist Financial's portfolio in Q2 2026, its #89 holding.
  • Truist Financial first reported a position in Evergy in Q4 2019 and has held it in 27 quarters since.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.