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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Cramer Rosenthal McGlynn's EVRG Position: Q1 2026 in Review

Cramer Rosenthal McGlynn reduced its Evergy (EVRG) stake by 10% in Q1 2026, selling an estimated $3.8M and leaving 426,900 shares worth $35M. The position accounts for 2.57% of the portfolio, ranked #5.

Cramer Rosenthal McGlynn first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Cramer Rosenthal McGlynn held 426,900 shares of Evergy worth $35M as of Q1 2026.
  • Cramer Rosenthal McGlynn sold 48,088 Evergy shares in Q1 2026, an estimated $3.8M.
  • Evergy made up 2.57% of Cramer Rosenthal McGlynn's portfolio in Q1 2026, its #5 holding.
  • Cramer Rosenthal McGlynn first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.