Trust Company of Vermont’s Evergy EVRG Stock Holding History

Trust Company of Vermont’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	$137K	Buy	+1,585	New	+$131K	0.01%	426
2025 Q4	$136K	Hold	1,870	–	–	0.01%	408
2025 Q3	$142K	Hold	1,870	–	–	0.01%	393
2025 Q2	$129K	Hold	1,870	–	–	0.01%	394
2025 Q1	$129K	Hold	1,870	–	–	0.01%	381
2024 Q4	$115K	Buy	1,870 +285	+18%	+$17.6K	0.01%	403
2024 Q3	$98.3K	Hold	1,585	–	–	﹤0.01%	412
2024 Q2	$84K	Hold	1,585	–	–	﹤0.01%	423
2024 Q1	$84.6K	Buy	1,585 +1,578	+22,543%	+$80.6K	﹤0.01%	408
2023 Q4	$365	Sell	7 -1,578	-100%	-$79.4K	﹤0.01%	739
2023 Q3	$80.4K	Sell	1,585 -1,013	-39%	-$57.5K	0.01%	391
2023 Q2	$152K	Buy	2,598 +598	+30%	+$36.1K	0.01%	343
2023 Q1	$122K	Hold	2,000	–	–	0.01%	373
2022 Q4	$126K	Hold	2,000	–	–	0.01%	355
2022 Q3	$119K	Hold	2,000	–	–	0.01%	357
2022 Q2	$131K	Buy	+2,000	New	+$136K	0.01%	346
2022 Q1	–	Sell	-2,000	Closed	-$137K	–	444
2021 Q4	$137K	Buy	+2,000	New	+$130K	0.01%	360
2021 Q3	–	Sell	-2,000	Closed	-$121K	–	433
2021 Q2	$121K	Hold	2,000	–	–	0.01%	368
2021 Q1	$119K	Sell	2,000 -60	-3%	-$3.32K	0.01%	358
2020 Q4	$114K	Buy	2,060 +60	+3%	+$3.29K	0.01%	353
2020 Q3	$102K	Hold	2,000	–	–	0.01%	351
2020 Q2	$119K	Hold	2,000	–	–	0.01%	338
2020 Q1	$110K	Hold	2,000	–	–	0.01%	349
2019 Q4	$130K	Hold	2,000	–	–	0.01%	364
2019 Q3	$133K	Hold	2,000	–	–	0.01%	372
2019 Q2	$120K	Hold	2,000	–	–	0.01%	379
2019 Q1	$116K	Hold	2,000	–	–	0.01%	383
2018 Q4	$114K	Hold	2,000	–	–	0.01%	368
2018 Q3	$110K	Hold	2,000	–	–	0.01%	401
2018 Q2	$112K	Buy	+2,000	New	+$107K	0.01%	398

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Trust Company of Vermont's EVRG Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Evergy (EVRG) in Q2 2026: 1,585 shares worth $137K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in EVRG as recently as Q4 2025.

Trust Company of Vermont first reported a position in EVRG in Q2 2018 and has held it in 30 quarters since. The position peaked at $152K in Q2 2023. 514 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Trust Company of Vermont held 1,585 shares of Evergy worth $137K as of Q2 2026.
Evergy was a new Trust Company of Vermont position in Q2 2026.
Evergy made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #426 holding.
Trust Company of Vermont first reported a position in Evergy in Q2 2018 and has held it in 30 quarters since.
Trust Company of Vermont's Evergy position peaked at $152K in Q2 2023.
514 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.