Creative Capital Management Investments’s Evergy EVRG Stock Holding History

Creative Capital Management Investments’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	$132K	Buy	1,533 +32	+2%	+$2.65K	0.03%	115
2026 Q1	$123K	Hold	1,501	–	–	0.04%	83
2025 Q4	$109K	Hold	1,501	–	–	0.03%	85
2025 Q3	$114K	Hold	1,501	–	–	0.04%	80
2025 Q2	$103K	Hold	1,501	–	–	0.04%	82
2025 Q1	$103K	Hold	1,501	–	–	0.04%	76
2024 Q4	$92.4K	Hold	1,501	–	–	0.04%	77
2024 Q3	$93.1K	Hold	1,501	–	–	0.04%	75
2024 Q2	$79.5K	Buy	+1,501	New	+$79.8K	0.04%	72

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Creative Capital Management Investments's EVRG Position: Q2 2026 in Review

Creative Capital Management Investments increased its Evergy (EVRG) stake by 2.1% in Q2 2026, buying an estimated $2.65K and bringing the position to 1,533 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #115.

Creative Capital Management Investments first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Creative Capital Management Investments held 1,533 shares of Evergy worth $132K as of Q2 2026.
Creative Capital Management Investments bought 32 Evergy shares in Q2 2026, an estimated $2.65K.
Evergy made up 0.03% of Creative Capital Management Investments's portfolio in Q2 2026, its #115 holding.
Creative Capital Management Investments first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.