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Consultiva Wealth Management’s Evergy EVRG Stock Holding History

Consultiva Wealth Management’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
Q1 		$20.5K Hold
250
– – 0.06% 158
2025
Q4 		$18.1K Hold
250
– – 0.05% 167
2025
Q3 		$19K Buy
+250
New +$17.8K 0.05% 165

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Consultiva Wealth Management's EVRG Position: Q1 2026 in Review

Consultiva Wealth Management held its Evergy (EVRG) position steady in Q1 2026 at 250 shares worth $20.5K. The position accounts for 0.06% of the portfolio, ranked #158.

Consultiva Wealth Management first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Consultiva Wealth Management held 250 shares of Evergy worth $20.5K as of Q1 2026.
  • Consultiva Wealth Management left its Evergy share count unchanged in Q1 2026.
  • Evergy made up 0.06% of Consultiva Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Consultiva Wealth Management first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.