Osaic Holdings
EVRG icon

Osaic Holdings’s Evergy EVRG Stock Holding History

Osaic Holdings’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 		$3.82M Buy
44,136
+3,861
+10% +$320K ﹤0.01% 1751
2026
Q1 		$3.3M Sell
40,275
-1,950
-5% -$154K ﹤0.01% 1662
2025
Q4 		$3.06M Sell
42,225
-6,950
-14% -$527K ﹤0.01% 1752
2025
Q3 		$3.62M Buy
49,175
+6,032
+14% +$430K 0.01% 1720
2025
Q2 		$2.97M Buy
43,143
+6,465
+18% +$434K 0.01% 1598
2025
Q1 		$2.53M Sell
36,678
-8,794
-19% -$575K 0.01% 1485
2024
Q4 		$2.52M Buy
45,472
+15,360
+51% +$950K 0.01% 1493
2024
Q3 		$1.87M Sell
30,112
-2,015
-6% -$117K ﹤0.01% 1744
2024
Q2 		$1.7M Sell
32,127
-4,901
-13% -$261K ﹤0.01% 1754
2024
Q1 		$1.98M Sell
37,028
-65,322
-64% -$3.34M ﹤0.01% 1706
2023
Q4 		$5.35M Buy
102,350
+9,571
+10% +$482K 0.01% 1161
2023
Q3 		$4.71M Buy
92,779
+17,790
+24% +$1.01M 0.01% 1343
2023
Q2 		$4.38M Sell
74,989
-10,246
-12% -$619K 0.01% 1280
2023
Q1 		$5.21M Buy
85,235
+9,261
+12% +$563K 0.01% 1130
2022
Q4 		$4.78M Buy
75,974
+2,281
+3% +$137K 0.01% 1128
2022
Q3 		$4.38M Buy
73,693
+5,901
+9% +$397K 0.01% 1093
2022
Q2 		$4.42M Buy
67,792
+9,912
+17% +$672K 0.01% 1129
2022
Q1 		$5.43M Buy
57,880
+561
+1% +$36.2K 0.01% 1143
2021
Q4 		$3.93M Buy
57,319
+16,346
+40% +$1.06M 0.01% 1257
2021
Q3 		$2.55M Sell
40,973
-2,221
-5% -$146K 0.01% 1510
2021
Q2 		$2.61M Buy
43,194
+565
+1% +$35.3K 0.01% 1491
2021
Q1 		$2.54M Buy
42,629
+1,356
+3% +$75K 0.01% 1420
2020
Q4 		$2.29M Sell
41,273
-1,864
-4% -$102K 0.01% 1335
2020
Q3 		$2.22M Sell
43,137
-3,773
-8% -$211K 0.01% 1240
2020
Q2 		$2.78M Sell
46,910
-9,452
-17% -$560K 0.01% 1040
2020
Q1 		$2.6M Buy
+56,362
New +$3.7M 0.01% 924

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

Osaic Holdings's EVRG Position: Q2 2026 in Review

Osaic Holdings increased its Evergy (EVRG) stake by 9.6% in Q2 2026, buying an estimated $320K and bringing the position to 44,136 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Osaic Holdings first reported a position in EVRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.43M in Q1 2022. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Osaic Holdings held 44,136 shares of Evergy worth $3.82M as of Q2 2026.
  • Osaic Holdings bought 3,861 Evergy shares in Q2 2026, an estimated $320K.
  • Evergy made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1751 holding.
  • Osaic Holdings first reported a position in Evergy in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Evergy position peaked at $5.43M in Q1 2022.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.