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BOLTON SECURITIES CORPORATION’s Evergy EVRG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$167K Buy
2,125
+4
+0.2% +$331 0.01% 956
2026
Q2 		$183K Buy
2,121
+229
+12% +$19K 0.01% 926
2026
Q1 		$155K Buy
+1,892
New +$150K 0.01% 882
2025
Q3 		$291K Buy
+3,834
New +$273K 0.01% 654
2025
Q1 		$257K Buy
+3,728
New +$244K 0.02% 632

Other funds holding EVRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EVRG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Evergy (EVRG) stake by 0.19% in Q3 2026, buying an estimated $331 and bringing the position to 2,125 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #956.

BOLTON SECURITIES CORPORATION first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $291K in Q3 2025. 622 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,125 shares of Evergy worth $167K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 4 Evergy shares in Q3 2026, an estimated $331.
  • Evergy made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #956 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Evergy position peaked at $291K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.