Blue Trust, Inc.

Position in EVRG — Evergy, Inc.

CIK 1856022 BRENTWOOD, TN

Position in EVRG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$61,797

-$43,388 QoQ

Shares Held

715

-44.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#734

of 935 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Utilities · as of Jun 30, 2026

Blue Trust, Inc. holds $24,738,490 across 34 Utilities - Regulated Electric names. EVRG ranks #25 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	87,376	$8,362,756
2	DUK	Duke Energy CORP	32,213	$4,077,521
3	NEE	Nextera Energy Inc	33,463	$2,937,047
4	WEC	Wec Energy Group, Inc.	10,717	$1,251,423
5	AEP	American Electric Power Co Inc	7,548	$1,032,641
6	D	Dominion Energy, Inc	13,704	$935,846
7	LNT	Alliant Energy Corp	11,012	$840,104
8	NGG	National Grid PLC	7,797	$646,137

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,797	715	-44.3%	Shares	Sole	2026-07-21
2026-03-31	$105,185	1,284	-9.4%	Shares	Sole	2026-04-20
2025-12-31	$102,790	1,418	+12.9%	Shares	Other	2026-01-16
2025-09-30	$95,480	1,256	-6.6%	Shares	Other	2025-10-16
2025-06-30	$92,710	1,345	-6.5%	Shares	Sole	2025-07-24
2025-03-31	$99,218	1,439	-10.3%	Shares	Sole	2025-04-21
2024-12-31	$98,725	1,604	-25.3%	Shares	Sole	2025-01-30
2024-09-30	$133,196	2,148	+44.8%	Shares	Defined	2024-10-17
2024-06-30	$78,553	1,483	+16.3%	Shares	Other	2024-07-18
2024-03-31	$68,059	1,275	+4.8%	Shares	Other	2024-05-01
2023-12-31	$63,526	1,217	+35.1%	Shares	Other	2024-01-18
2023-09-30	$53	901	+3.7%	Shares	Sole	2023-10-11
2023-06-30	$50,766	869	-42.4%	Shares	Other	2023-07-14
2023-03-31	$92,229	1,509	-11.5%	Shares	Sole	2023-04-17
2022-12-31	$107,357	1,706	+68.1%	Shares	Other	2023-01-17
2022-09-30	$60,291	1,015	-28.6%	Shares	Sole	2022-10-21
2022-06-30	$92,719	1,421	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.