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OneAscent Financial Services’s Evergy EVRG Stock Holding History

OneAscent Financial Services’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 		$288K Sell
3,331
-284
-8% -$23.5K 0.01% 501
2026
Q1 		$296K Buy
+3,615
New +$286K 0.02% 463
2025
Q3 		– Sell
-3,610
Closed -$251K – 436
2025
Q2 		$251K Buy
3,610
+6
+0.2% +$403 0.02% 454
2025
Q1 		$249K Buy
3,604
+47
+1% +$3.08K 0.02% 433
2024
Q4 		$219K Buy
+3,557
New +$220K 0.02% 438

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

OneAscent Financial Services's EVRG Position: Q2 2026 in Review

OneAscent Financial Services reduced its Evergy (EVRG) stake by 7.9% in Q2 2026, selling an estimated $23.5K and leaving 3,331 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #501.

OneAscent Financial Services first reported a position in EVRG in Q4 2024 and has held it in 5 quarters since. The position peaked at $296K in Q1 2026. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • OneAscent Financial Services held 3,331 shares of Evergy worth $288K as of Q2 2026.
  • OneAscent Financial Services sold 284 Evergy shares in Q2 2026, an estimated $23.5K.
  • Evergy made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #501 holding.
  • OneAscent Financial Services first reported a position in Evergy in Q4 2024 and has held it in 5 quarters since.
  • OneAscent Financial Services's Evergy position peaked at $296K in Q1 2026.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.