Vontobel Holding
EVRG icon

Vontobel Holding’s Evergy EVRG Stock Holding History

Vontobel Holding’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
Q3 		– Sell
-2,672
Closed -$231K – 1525
2026
Q2 		$231K Buy
+2,672
New +$221K ﹤0.01% 1312
2022
Q3 		– Sell
-4,459
Closed -$290K – 1056
2022
Q2 		$290K Buy
+4,459
New +$302K ﹤0.01% 852
2021
Q4 		– Sell
-5,128
Closed -$319K – 1097
2021
Q3 		$319K Sell
5,128
-534
-9% -$35K ﹤0.01% 921
2021
Q2 		$343K Buy
5,662
+393
+7% +$24.6K ﹤0.01% 873
2021
Q1 		$314K Buy
5,269
+603
+13% +$33.4K ﹤0.01% 789
2020
Q4 		$253K Buy
+4,666
New +$256K ﹤0.01% 847

Other funds holding EVRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Vontobel Holding's EVRG Position: Q3 2026 in Review

Vontobel Holding sold out of Evergy (EVRG) in Q3 2026, closing a stake of 2,672 shares — an estimated $231K sold.

Vontobel Holding first reported a position in EVRG in Q4 2020 and held it in 6 quarters. The position peaked at $343K in Q2 2021. 754 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Vontobel Holding reported no remaining Evergy position as of Q3 2026 after selling out during the quarter.
  • Vontobel Holding sold 2,672 Evergy shares in Q3 2026, an estimated $231K.
  • Vontobel Holding first reported a position in Evergy in Q4 2020 and held it in 6 quarters.
  • Vontobel Holding's Evergy position peaked at $343K in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.