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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

OneFund LLC's EVRG Position: Q1 2026 in Review

OneFund LLC reduced its Evergy (EVRG) stake by 5.2% in Q1 2026, selling an estimated $2.77K and leaving 632 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #383.

OneFund LLC first reported a position in EVRG in Q2 2025 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

OneFund LLC held 632 shares of Evergy worth $52K as of Q1 2026.
OneFund LLC sold 35 Evergy shares in Q1 2026, an estimated $2.77K.
Evergy made up 0.03% of OneFund LLC's portfolio in Q1 2026, its #383 holding.
OneFund LLC first reported a position in Evergy in Q2 2025 and has held it in 4 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on OneFund LLC's 13F filing for Q1 2026, filed 8 May 2026.