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Cramer Rosenthal McGlynn’s Evergy EVRG Stock Holding History

Cramer Rosenthal McGlynn’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 		$45.1M Buy
522,181
+95,281
+22% +$7.89M 2.28% 11
2026
Q1 		$35M Sell
426,900
-48,088
-10% -$3.8M 2.57% 5
2025
Q4 		$34.4M Buy
474,988
+101,956
+27% +$7.73M 2.22% 11
2025
Q3 		$28.4M Buy
+373,032
New +$26.6M 1.77% 19

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

Cramer Rosenthal McGlynn's EVRG Position: Q2 2026 in Review

Cramer Rosenthal McGlynn increased its Evergy (EVRG) stake by 22% in Q2 2026, buying an estimated $7.89M and bringing the position to 522,181 shares worth $45.1M. The position accounts for 2.28% of the portfolio, ranked #11.

Cramer Rosenthal McGlynn first reported a position in EVRG in Q3 2025 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cramer Rosenthal McGlynn held 522,181 shares of Evergy worth $45.1M as of Q2 2026.
  • Cramer Rosenthal McGlynn bought 95,281 Evergy shares in Q2 2026, an estimated $7.89M.
  • Evergy made up 2.28% of Cramer Rosenthal McGlynn's portfolio in Q2 2026, its #11 holding.
  • Cramer Rosenthal McGlynn first reported a position in Evergy in Q3 2025 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q2 2026, filed 13 Aug 2026.