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 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 $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

Osbon Capital Management's EVRG Position: Q1 2026 in Review

Osbon Capital Management held its Evergy (EVRG) position steady in Q1 2026 at 17 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Osbon Capital Management first reported a position in EVRG in Q4 2025 and has held it in 2 quarters since. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Osbon Capital Management held 17 shares of Evergy worth $1.39K as of Q1 2026.
Osbon Capital Management left its Evergy share count unchanged in Q1 2026.
Evergy made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #448 holding.
Osbon Capital Management first reported a position in Evergy in Q4 2025 and has held it in 2 quarters since.
918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.