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Ostrum Asset Management’s Evergy EVRG Stock Holding History

Ostrum Asset 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 		$81.1K Sell
938
-188
-17% -$15.6K ﹤0.01% 535
2026
Q1 		$92.2K Buy
1,126
+16
+1% +$1.26K 0.01% 549
2025
Q4 		$80.5K Sell
1,110
-369
-25% -$28K ﹤0.01% 543
2025
Q3 		$112K Sell
1,479
-46
-3% -$3.28K 0.01% 538
2025
Q2 		$105K Sell
1,525
-44
-3% -$2.96K ﹤0.01% 540
2025
Q1 		$108K Sell
1,569
-40
-2% -$2.62K 0.01% 566
2024
Q4 		$99K Sell
1,609
-68
-4% -$4.21K 0.01% 589
2024
Q3 		$104K Buy
1,677
+21
+1% +$1.22K 0.01% 565
2024
Q2 		$87.7K Sell
1,656
-130
-7% -$6.92K 0.01% 602
2024
Q1 		$95.3K Hold
1,786
– – 0.01% 605
2023
Q4 		$93.2K Buy
1,786
+8
+0.4% +$403 0.01% 592
2023
Q3 		$90.1K Sell
1,778
-13
-0.7% -$738 0.01% 631
2023
Q2 		$105K Buy
1,791
+1
+0.1% +$60 0.01% 593
2023
Q1 		$109K Buy
+1,790
New +$109K 0.01% 583

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

Ostrum Asset Management's EVRG Position: Q2 2026 in Review

Ostrum Asset Management reduced its Evergy (EVRG) stake by 17% in Q2 2026, selling an estimated $15.6K and leaving 938 shares worth $81.1K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Ostrum Asset Management first reported a position in EVRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $112K in Q3 2025. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Ostrum Asset Management held 938 shares of Evergy worth $81.1K as of Q2 2026.
  • Ostrum Asset Management sold 188 Evergy shares in Q2 2026, an estimated $15.6K.
  • Evergy made up ﹤0.01% of Ostrum Asset Management's portfolio in Q2 2026, its #535 holding.
  • Ostrum Asset Management first reported a position in Evergy in Q1 2023 and has held it in 14 quarters since.
  • Ostrum Asset Management's Evergy position peaked at $112K in Q3 2025.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.