Osbon Capital Management’s Evergy EVRG Stock Holding History

Osbon Capital Management’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	$1.47K	Hold	17	–	–	﹤0.01%	391
2026 Q1	$1.39K	Hold	17	–	–	﹤0.01%	448
2025 Q4	$1.23K	Buy	+17	New	+$1.29K	﹤0.01%	330

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

Osbon Capital Management's EVRG Position: Q2 2026 in Review

Osbon Capital Management held its Evergy (EVRG) position steady in Q2 2026 at 17 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Osbon Capital Management first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Osbon Capital Management held 17 shares of Evergy worth $1.47K as of Q2 2026.
Osbon Capital Management left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #391 holding.
Osbon Capital Management first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.