Evergy (EVRG)First Citizens Bank & Trust Co reduced its stake -22K shares

189K

Shares reported · -22K vs prior quarter

0.24%

Disclosed portfolio weight

$16.3M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 13, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 28, 2026InsiderDirector sold ~$63K of EVRG shares in the open market
2. May 29, 2026InsiderDirector sold ~$33K of EVRG shares in the open market
3. Jun 2, 2026InsiderDirector sold ~$49K of EVRG shares in the open market
4. Jun 3, 2026InsiderDirector sold ~$17K of EVRG shares in the open market
5. Jun 15, 2026InsiderOfficer sold ~$100K of EVRG shares in the open market
6. Jun 30, 2026Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 1 more item)

What came next

1. Jul 31, 20265% stakeVanguard Portfolio Management reported a passive stake (13G) of 4.9%
2. Aug 6, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
3. Aug 7, 2026Government · Federal Register noticeSouthwest Power Pool, Inc.; AEP Oklahoma Transmission Company, Inc.; AEP Southwestern Transmission Company, Inc.; Deseret Generation & Transmission Co-Operative, Inc.; Empire District Electric Company; Evergy Kansas Central, Inc.; Evergy Kansas South, Inc.; Evergy Metro, Inc.; Evergy Missouri West, Inc.; GridLiance High Plains LLC; ITC Great Plains, LLC; Mountrail-Williams Electric Cooperative; NextEra Energy Transmission Southwest, LLC; NorthWestern Energy Public Service Corporation; Oklahoma Gas and Electric Company; Prairie Wind Transmission, LLC; Public Service Company of Oklahoma; Southwestern Electric Power Company; Southwestern Public Service Company; Transource Missouri, LLC; Transource Oklahoma, LLC; Tri-State Generation and Transmission Association, Inc.; Upper Missouri G. & T. Electric Cooperative, Inc.; Notice Establishing Answer Period
4. Aug 18, 2026Government · Federal Register ruleChanges to Delegations
5. Aug 24, 2026Company filing · Form 8-K · Agreement ended, Other newsEnded an important agreement, and reported other company news
6. Sep 11, 2026Insider · 1 personInsiders: 7 purchases (~$134K)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Evergy

For Evergy, OQRO holds 8 insider filings (SEC Form 4 or Form 144) and 15 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its EVRG page.

How this filing works

• SEC Form 13F

Other disclosures at Evergy

• SEC Form 4Oct 9, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026

Everything OQRO holds on this company is on its EVRG page.