Whittier Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $180K | Buy |
2,087
+6
| +0.3% | +$497 | ﹤0.01% | 649 |
|
|
2026
Q1 | $172K | Buy |
2,081
+1,300
| +166% | +$103K | ﹤0.01% | 614 |
|
|
2025
Q4 | $57.1K | Hold |
781
| – | – | ﹤0.01% | 842 |
|
|
2025
Q3 | $59.8K | Hold |
781
| – | – | ﹤0.01% | 818 |
|
|
2025
Q2 | $53.8K | Hold |
781
| – | – | ﹤0.01% | 924 |
|
|
2025
Q1 | $53.8K | Hold |
781
| – | – | ﹤0.01% | 917 |
|
|
2024
Q4 | $48.1K | Hold |
781
| – | – | ﹤0.01% | 946 |
|
|
2024
Q3 | $48.4K | Hold |
781
| – | – | ﹤0.01% | 930 |
|
|
2024
Q2 | $41.4K | Hold |
781
| – | – | ﹤0.01% | 949 |
|
|
2024
Q1 | $41.7K | Hold |
781
| – | – | ﹤0.01% | 971 |
|
|
2023
Q4 | $40.8K | Hold |
781
| – | – | ﹤0.01% | 962 |
|
|
2023
Q3 | $39.6K | Hold |
781
| – | – | ﹤0.01% | 970 |
|
|
2023
Q2 | $45.6K | Hold |
781
| – | – | ﹤0.01% | 952 |
|
|
2023
Q1 | $47.7K | Hold |
781
| – | – | ﹤0.01% | 971 |
|
|
2022
Q4 | $49.1K | Hold |
781
| – | – | ﹤0.01% | 963 |
|
|
2022
Q3 | $46K | Hold |
781
| – | – | ﹤0.01% | 984 |
|
|
2022
Q2 | $51K | Hold |
781
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $53K | Sell |
781
-1,598
| -67% | -$103K | ﹤0.01% | 957 |
|
|
2021
Q4 | $163K | Buy |
2,379
+68
| +3% | +$4.42K | ﹤0.01% | 715 |
|
|
2021
Q3 | $144K | Hold |
2,311
| – | – | ﹤0.01% | 701 |
|
|
2021
Q2 | $140K | Hold |
2,311
| – | – | ﹤0.01% | 721 |
|
|
2021
Q1 | $138K | Buy |
+2,311
| New | +$128K | ﹤0.01% | 711 |
|
|
2020
Q4 | – | Sell |
-713
| Closed | -$36K | – | 1434 |
|
|
2020
Q3 | $36K | Sell |
713
-89
| -11% | -$4.98K | ﹤0.01% | 895 |
|
|
2020
Q2 | $48K | Sell |
802
-571
| -42% | -$33.8K | ﹤0.01% | 812 |
|
|
2020
Q1 | $76K | Sell |
1,373
-108
| -7% | -$7.1K | ﹤0.01% | 717 |
|
|
2019
Q4 | $96K | Hold |
1,481
| – | – | ﹤0.01% | 704 |
|
|
2019
Q3 | $99K | Buy |
1,481
+98
| +7% | +$6.2K | ﹤0.01% | 700 |
|
|
2019
Q2 | $83K | Hold |
1,383
| – | – | ﹤0.01% | 694 |
|
|
2019
Q1 | $80K | Buy |
1,383
+108
| +8% | +$6.15K | ﹤0.01% | 695 |
|
|
2018
Q4 | $72K | Hold |
1,275
| – | – | ﹤0.01% | 700 |
|
|
2018
Q3 | $70K | Hold |
1,275
| – | – | ﹤0.01% | 706 |
|
|
2018
Q2 | $72K | Buy |
+1,275
| New | +$68.3K | ﹤0.01% | 688 |
|
Other funds holding EVRG
Whittier Trust's EVRG Position: Q2 2026 in Review
Whittier Trust increased its Evergy (EVRG) stake by 0.29% in Q2 2026, buying an estimated $497 and bringing the position to 2,087 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #649.
Whittier Trust first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Whittier Trust held 2,087 shares of Evergy worth $180K as of Q2 2026.
- Whittier Trust bought 6 Evergy shares in Q2 2026, an estimated $497.
- Evergy made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #649 holding.
- Whittier Trust first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
- 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.