EWA
KGEI

EverSource Wealth Advisors’s Kolibri Global Energy KGEI Stock Holding History

EverSource Wealth Advisors’s Portfolio KGEI Stock Details KGEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$413 Buy
83
+45
+118% +$240 ﹤0.01% 4163
2026
Q1 		$208 Buy
+38
New +$160 ﹤0.01% 4194

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

EverSource Wealth Advisors's KGEI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Kolibri Global Energy (KGEI) stake by 118% in Q2 2026, buying an estimated $240 and bringing the position to 83 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #4163.

EverSource Wealth Advisors first reported a position in KGEI in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

  • EverSource Wealth Advisors held 83 shares of Kolibri Global Energy worth $413 as of Q2 2026.
  • EverSource Wealth Advisors bought 45 Kolibri Global Energy shares in Q2 2026, an estimated $240.
  • Kolibri Global Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4163 holding.
  • EverSource Wealth Advisors first reported a position in Kolibri Global Energy in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.