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
Q1 		$208 Buy
+38
New +$160 ﹤0.01% 4194

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

EverSource Wealth Advisors's KGEI Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Kolibri Global Energy (KGEI) in Q1 2026: 38 shares worth $208. The stake represents ﹤0.01% of the portfolio and ranks #4194 among its holdings.

63 funds tracked by Wall St. Rank hold KGEI as of Q1 2026.

  • EverSource Wealth Advisors held 38 shares of Kolibri Global Energy worth $208 as of Q1 2026.
  • Kolibri Global Energy was a new EverSource Wealth Advisors position in Q1 2026.
  • Kolibri Global Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4194 holding.
  • 63 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.