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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
Q3 		$3.22K Hold
41
– – ﹤0.01% 324
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Olistico Wealth's EVRG Position: Q3 2026 in Review

Olistico Wealth held its Evergy (EVRG) position steady in Q3 2026 at 41 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Olistico Wealth first reported a position in EVRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.54K in Q2 2026. 147 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Olistico Wealth held 41 shares of Evergy worth $3.22K as of Q3 2026.
  • Olistico Wealth left its Evergy share count unchanged in Q3 2026.
  • Evergy made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #324 holding.
  • Olistico Wealth first reported a position in Evergy in Q1 2025 and has held it in 6 quarters since.
  • Olistico Wealth's Evergy position peaked at $3.54K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.