SBI Okasan Asset Management’s Evergy EVRG Stock Holding History

SBI Okasan 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	$783K	Hold	9,000	–	–	0.03%	163
2026 Q1	$734K	Hold	9,000	–	–	0.03%	149
2025 Q4	$657K	Buy	+9,000	New	+$683K	0.04%	166

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

SBI Okasan Asset Management's EVRG Position: Q2 2026 in Review

SBI Okasan Asset Management held its Evergy (EVRG) position steady in Q2 2026 at 9,000 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #163.

SBI Okasan Asset Management first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

SBI Okasan Asset Management held 9,000 shares of Evergy worth $783K as of Q2 2026.
SBI Okasan Asset Management left its Evergy share count unchanged in Q2 2026.
Evergy made up 0.03% of SBI Okasan Asset Management's portfolio in Q2 2026, its #163 holding.
SBI Okasan Asset Management first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.