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Creekmur Asset Management’s Evergy EVRG Stock Holding History

Creekmur Asset 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
2024
Q2 		– Sell
-15
Closed -$811 – 1096
2024
Q1 		$811 Buy
+15
New +$766 ﹤0.01% 731

Other funds holding EVRG

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Creekmur Asset Management's EVRG Position: Q2 2024 in Review

Creekmur Asset Management sold out of Evergy (EVRG) in Q2 2024, closing a stake of 15 shares — an estimated $811 sold.

Creekmur Asset Management first reported a position in EVRG in Q1 2024 and held it in 1 quarter. The position peaked at $811 in Q1 2024. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

  • Creekmur Asset Management reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 15 Evergy shares in Q2 2024, an estimated $811.
  • Creekmur Asset Management first reported a position in Evergy in Q1 2024 and held it in 1 quarter.
  • Creekmur Asset Management's Evergy position peaked at $811 in Q1 2024.
  • 699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.