CCM
EVRG icon

Coldstream Capital Management’s Evergy EVRG Stock Holding History

Coldstream Capital 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 		$814K Buy
9,419
+1,709
+22% +$141K 0.01% 548
2026
Q1 		$632K Buy
7,710
+774
+11% +$61.2K 0.01% 632
2025
Q4 		$503K Sell
6,936
-536
-7% -$40.7K 0.01% 721
2025
Q3 		$568K Buy
7,472
+818
+12% +$58.3K 0.01% 686
2025
Q2 		$459K Sell
6,654
-81
-1% -$5.44K 0.01% 694
2025
Q1 		$464K Buy
6,735
+104
+2% +$6.81K 0.01% 640
2024
Q4 		$408K Sell
6,631
-818
-11% -$50.6K 0.01% 688
2024
Q3 		$463K Buy
7,449
+155
+2% +$9.02K 0.01% 638
2024
Q2 		$386K Buy
7,294
+203
+3% +$10.8K 0.01% 663
2024
Q1 		$379K Buy
7,091
+1,881
+36% +$96.1K 0.01% 667
2023
Q4 		$272K Buy
+5,210
New +$262K 0.01% 748
2023
Q3 		– Sell
-3,919
Closed -$229K – 817
2023
Q2 		$229K Buy
3,919
+136
+4% +$8.21K 0.01% 730
2023
Q1 		$231K Buy
3,783
+280
+8% +$17K 0.01% 725
2022
Q4 		$220K Buy
+3,503
New +$210K 0.01% 731

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Coldstream Capital Management's EVRG Position: Q2 2026 in Review

Coldstream Capital Management increased its Evergy (EVRG) stake by 22% in Q2 2026, buying an estimated $141K and bringing the position to 9,419 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #548.

Coldstream Capital Management first reported a position in EVRG in Q4 2022 and has held it in 14 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Coldstream Capital Management held 9,419 shares of Evergy worth $814K as of Q2 2026.
  • Coldstream Capital Management bought 1,709 Evergy shares in Q2 2026, an estimated $141K.
  • Evergy made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #548 holding.
  • Coldstream Capital Management first reported a position in Evergy in Q4 2022 and has held it in 14 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.