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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
Q2 		$21.6K Hold
250
– – 0.05% 171
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Consultiva Wealth Management's EVRG Position: Q2 2026 in Review

Consultiva Wealth Management held its Evergy (EVRG) position steady in Q2 2026 at 250 shares worth $21.6K. The position accounts for 0.05% of the portfolio, ranked #171.

Consultiva Wealth Management first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Consultiva Wealth Management held 250 shares of Evergy worth $21.6K as of Q2 2026.
  • Consultiva Wealth Management left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.05% of Consultiva Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Consultiva Wealth Management first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.