OneFund LLC’s Evergy EVRG Stock Holding History

OneFund LLC’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	$54.2K	Sell	627 -5	-0.8%	-$414	0.03%	386
2026 Q1	$52K	Sell	632 -35	-5%	-$2.77K	0.03%	383
2025 Q4	$48.4K	Buy	667 +40	+6%	+$3.04K	0.03%	396
2025 Q3	$47.7K	Buy	627 +20	+3%	+$1.43K	0.03%	387
2025 Q2	$42K	Buy	+607	New	+$40.8K	0.03%	401

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

OneFund LLC's EVRG Position: Q2 2026 in Review

OneFund LLC reduced its Evergy (EVRG) stake by 0.79% in Q2 2026, selling an estimated $414 and leaving 627 shares worth $54.2K. The position accounts for 0.03% of the portfolio, ranked #386.

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

OneFund LLC held 627 shares of Evergy worth $54.2K as of Q2 2026.
OneFund LLC sold 5 Evergy shares in Q2 2026, an estimated $414.
Evergy made up 0.03% of OneFund LLC's portfolio in Q2 2026, its #386 holding.
OneFund LLC first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on OneFund LLC's 13F filing for Q2 2026, filed 24 Aug 2026.