Olistico Wealth’s Evergy EVRG Stock Holding History

Olistico Wealth’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	$3.54K	Hold	41	–	–	﹤0.01%	302
2026 Q1	$3.36K	Hold	41	–	–	﹤0.01%	304
2025 Q4	$2.97K	Buy	+41	New	+$3.11K	﹤0.01%	306
2025 Q3	–	Sell	-41	Closed	-$2.83K	–	173
2025 Q2	$2.83K	Hold	41	–	–	﹤0.01%	322
2025 Q1	$2.83K	Buy	+41	New	+$2.68K	﹤0.01%	293

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Olistico Wealth's EVRG Position: Q2 2026 in Review

Olistico Wealth held its Evergy (EVRG) position steady in Q2 2026 at 41 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Olistico Wealth first reported a position in EVRG in Q1 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Olistico Wealth held 41 shares of Evergy worth $3.54K as of Q2 2026.
Olistico Wealth left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #302 holding.
Olistico Wealth first reported a position in Evergy in Q1 2025 and has held it in 5 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.