Creative Financial Designs’s Evergy EVRG Stock Holding History

Creative Financial Designs’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	$432	Hold	5	–	–	﹤0.01%	2148
2026 Q1	$410	Hold	5	–	–	﹤0.01%	2019
2025 Q4	$362	Hold	5	–	–	﹤0.01%	1939
2025 Q3	$380	Hold	5	–	–	﹤0.01%	1934
2025 Q2	$345	Hold	5	–	–	﹤0.01%	1911
2025 Q1	$345	Buy	+5	New	+$327	﹤0.01%	1947
2019 Q1	–	Sell	-106	Closed	-$6K	–	583
2018 Q4	$6K	Hold	106	–	–	﹤0.01%	413
2018 Q3	$6K	Buy	+106	New	+$6K	﹤0.01%	498

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 Financial Designs's EVRG Position: Q2 2026 in Review

Creative Financial Designs held its Evergy (EVRG) position steady in Q2 2026 at 5 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Creative Financial Designs first reported a position in EVRG in Q3 2018 and has held it in 8 quarters since. The position peaked at $6K in Q4 2018. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Creative Financial Designs held 5 shares of Evergy worth $432 as of Q2 2026.
Creative Financial Designs left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2148 holding.
Creative Financial Designs first reported a position in Evergy in Q3 2018 and has held it in 8 quarters since.
Creative Financial Designs's Evergy position peaked at $6K in Q4 2018.
942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.