Cresset Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $339K | Buy |
4,145
+148
| +4% | +$11.7K | ﹤0.01% | 1221 |
|
|
2025
Q4 | $290K | Sell |
3,997
-186
| -4% | -$14.1K | ﹤0.01% | 1314 |
|
|
2025
Q3 | $318K | Buy |
4,183
+110
| +3% | +$7.84K | ﹤0.01% | 1213 |
|
|
2025
Q2 | $281K | Sell |
4,073
-3,105
| -43% | -$209K | ﹤0.01% | 1155 |
|
|
2025
Q1 | $495K | Sell |
7,178
-665
| -8% | -$43.5K | ﹤0.01% | 1074 |
|
|
2024
Q4 | $483K | Sell |
7,843
-18,117
| -70% | -$1.12M | ﹤0.01% | 1101 |
|
|
2024
Q3 | $1.61M | Buy |
25,960
+656
| +3% | +$38.2K | 0.01% | 917 |
|
|
2024
Q2 | $1.34M | Buy |
25,304
+2,156
| +9% | +$115K | 0.01% | 917 |
|
|
2024
Q1 | $1.24M | Buy |
23,148
+6,840
| +42% | +$350K | 0.01% | 883 |
|
|
2023
Q4 | $851K | Buy |
16,308
+6,978
| +75% | +$351K | 0.01% | 969 |
|
|
2023
Q3 | $473K | Sell |
9,330
-2,174
| -19% | -$123K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $672K | Buy |
11,504
+7,063
| +159% | +$427K | ﹤0.01% | 1123 |
|
|
2023
Q1 | $271K | Buy |
4,441
+611
| +16% | +$37.2K | 0.01% | 662 |
|
|
2022
Q4 | $241K | Sell |
3,830
-312
| -8% | -$18.7K | ﹤0.01% | 598 |
|
|
2022
Q3 | $246K | Sell |
4,142
-414
| -9% | -$27.9K | ﹤0.01% | 734 |
|
|
2022
Q2 | $295K | Sell |
4,556
-851
| -16% | -$57.7K | ﹤0.01% | 717 |
|
|
2022
Q1 | $369K | Sell |
5,407
-1,368
| -20% | -$88.2K | ﹤0.01% | 701 |
|
|
2021
Q4 | $464K | Buy |
6,775
+2,799
| +70% | +$182K | ﹤0.01% | 723 |
|
|
2021
Q3 | $247K | Buy |
3,976
+208
| +6% | +$13.6K | ﹤0.01% | 935 |
|
|
2021
Q2 | $227K | Buy |
+3,768
| New | +$236K | ﹤0.01% | 900 |
|
|
2020
Q1 | – | Sell |
-3,802
| Closed | -$247K | – | 632 |
|
|
2019
Q4 | $247K | Buy |
+3,802
| New | +$242K | 0.01% | 494 |
|
|
2019
Q2 | – | Sell |
-813
| Closed | -$47K | – | 850 |
|
|
2019
Q1 | $47K | Buy |
813
+616
| +313% | +$35.1K | ﹤0.01% | 804 |
|
|
2018
Q4 | $11K | Buy |
+197
| New | +$11.4K | ﹤0.01% | 835 |
|
Other funds holding EVRG
VCM
VPM
