CBRE Investment Management Listed Real Assets’s Evergy EVRG Stock Holding History

CBRE Investment Management Listed Real Assets’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	$154M	Buy	1,777,469 +387,827	+28%	+$32.1M	2.14%	12
2026 Q1	$114M	Buy	+1,389,642	New	+$110M	1.69%	22
2025 Q3	–	Sell	-931,841	Closed	-$64.2M	–	109
2025 Q2	$64.2M	Buy	931,841 +86,555	+10%	+$5.82M	0.97%	38
2025 Q1	$58.3M	Sell	845,286 -362,542	-30%	-$23.7M	0.89%	41
2024 Q4	$74.3M	Buy	1,207,828 +107,305	+10%	+$6.64M	1.32%	25
2024 Q3	$68.2M	Buy	1,100,523 +559,738	+104%	+$32.6M	1.09%	31
2024 Q2	$28.6M	Buy	+540,785	New	+$28.8M	0.52%	55
2019 Q4	–	Sell	-103,251	Closed	-$6.87M	–	104
2019 Q3	$6.87M	Buy	103,251 +4,155	+4%	+$263K	0.15%	59
2019 Q2	$5.96M	Buy	99,096 +12,905	+15%	+$755K	0.13%	59
2019 Q1	$5M	Buy	86,191 +29,085	+51%	+$1.66M	0.08%	70
2018 Q4	$3.24M	Buy	57,106 +5,700	+11%	+$329K	0.05%	61
2018 Q3	$2.82M	Buy	51,406 +8,246	+19%	+$466K	0.04%	66
2018 Q2	$2.42M	Buy	+43,160	New	+$2.31M	0.03%	78

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

CBRE Investment Management Listed Real Assets's EVRG Position: Q2 2026 in Review

CBRE Investment Management Listed Real Assets increased its Evergy (EVRG) stake by 28% in Q2 2026, buying an estimated $32.1M and bringing the position to 1,777,469 shares worth $154M. The position accounts for 2.14% of the portfolio, ranked #12.

CBRE Investment Management Listed Real Assets first reported a position in EVRG in Q2 2018 and has held it in 13 quarters since. 870 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

CBRE Investment Management Listed Real Assets held 1,777,469 shares of Evergy worth $154M as of Q2 2026.
CBRE Investment Management Listed Real Assets bought 387,827 Evergy shares in Q2 2026, an estimated $32.1M.
Evergy made up 2.14% of CBRE Investment Management Listed Real Assets's portfolio in Q2 2026, its #12 holding.
CBRE Investment Management Listed Real Assets first reported a position in Evergy in Q2 2018 and has held it in 13 quarters since.
870 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on CBRE Investment Management Listed Real Assets's 13F filing for Q2 2026, filed 14 Aug 2026.