EVRG β€” Evergy Inc

Ownership history in Bank & Trust Co  Β·  8 quarters on record

AI Ownership Summary

Bank & Trust Co reported Evergy Inc (EVRG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q1. The latest visible filing shows EVRG at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank & Trust Co's position in Evergy Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EVRG was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bank & Trust Co held EVRG β€” position size vs. price
% of Fund (quarterly)    EVRG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,809 β€” 0% 0.21% $312K 2026-04-13 $82.45
2025 Q4 UNCHANGED 3,809 β€” 0% 0.19% $276K 2026-01-13 $73.31
2025 Q3 REDUCED 3,809 -169 -4.2% 0.21% $290K 2025-10-06 $76.13
2025 Q2 UNCHANGED 3,978 β€” 0% 0.22% $274K 2025-07-14 $66.68
2025 Q1 REDUCED 3,978 -62 -1.5% 0.22% $274K 2025-04-09 $62.80
2024 Q4 REDUCED 4,040 -366 -8.3% 0.21% $249K 2025-01-07 $57.75
2024 Q3 UNCHANGED 4,406 β€” 0% 0.22% $273K 2024-10-09 $56.23
2024 Q2 INITIATED 4,406 β€” β€” 0.20% $233K 2024-07-08 $49.39

FAQ About Bank & Trust Co and EVRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank & Trust Co reported owning EVRG?

Bank & Trust Co reported EVRG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported EVRG position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for EVRG was 0.22% in 2025 Q1.

What is the latest reported EVRG position on this page?

The most recent filing on this page is 2026 Q1, when Bank & Trust Co reported 3,809 shares, equal to 0.21% of portfolio, with an estimated market value of $312K.

What does the chart on this EVRG ownership page compare?

The chart compares Bank & Trust Co's quarterly EVRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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