WC
EVRG icon

Whitney & Co’s Evergy EVRG Stock Holding History

Whitney & Co’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 		$233K Hold
2,696
– – 0.02% 165
2026
Q1 		$221K Buy
+2,696
New +$213K 0.02% 160
2025
Q4 		– Sell
-2,696
Closed -$205K – 178
2025
Q3 		$205K Buy
+2,696
New +$192K 0.02% 138
2018
Q4 		– Sell
-2,916
Closed -$167K – 215
2018
Q3 		$167K Hold
2,916
– – 0.04% 115
2018
Q2 		$164K Buy
+2,916
New +$156K 0.04% 112

Other funds holding EVRG

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

Whitney & Co's EVRG Position: Q2 2026 in Review

Whitney & Co held its Evergy (EVRG) position steady in Q2 2026 at 2,696 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #165.

Whitney & Co first reported a position in EVRG in Q2 2018 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Whitney & Co held 2,696 shares of Evergy worth $233K as of Q2 2026.
  • Whitney & Co left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #165 holding.
  • Whitney & Co first reported a position in Evergy in Q2 2018 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.