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 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 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

Vontobel Holding's EVRG Position: Q2 2026 in Review

Vontobel Holding opened a new position in Evergy (EVRG) in Q2 2026: 2,672 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1312 among its holdings. This is a return to the name: Vontobel Holding previously reported a position in EVRG as recently as Q2 2022.

Vontobel Holding first reported a position in EVRG in Q4 2020 and has held it in 6 quarters since. The position peaked at $343K in Q2 2021. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Vontobel Holding held 2,672 shares of Evergy worth $231K as of Q2 2026.
Evergy was a new Vontobel Holding position in Q2 2026.
Evergy made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1312 holding.
Vontobel Holding first reported a position in Evergy in Q4 2020 and has held it in 6 quarters since.
Vontobel Holding's Evergy position peaked at $343K in Q2 2021.
945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.