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Evergy shares owned by Holistic Planning

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Evergy

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All positions including Evergy held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evergy by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $248k 3.4k 72.50

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View all positions for Holistic Planning

Top funds holding Evergy

Vanguard Group
BlackRock
State Street Corporation
FMR
Invesco
Geode Capital Management
Franklin Resources
Federated Investors
Nuveen
Jpmorgan Chase & Co
American Century Companies
Bluescape Energy Partners
Bank of New York Mellon
Northern Trust
Magellan Asset Management

View all funds holding Evergy