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Cresset Asset Management’s Evergy EVRG Stock Holding History

Cresset 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
2026
Q2 		$384K Buy
4,437
+292
+7% +$24.2K ﹤0.01% 1279
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cresset Asset Management's EVRG Position: Q2 2026 in Review

Cresset Asset Management increased its Evergy (EVRG) stake by 7% in Q2 2026, buying an estimated $24.2K and bringing the position to 4,437 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Cresset Asset Management first reported a position in EVRG in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.61M in Q3 2024. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cresset Asset Management held 4,437 shares of Evergy worth $384K as of Q2 2026.
  • Cresset Asset Management bought 292 Evergy shares in Q2 2026, an estimated $24.2K.
  • Evergy made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1279 holding.
  • Cresset Asset Management first reported a position in Evergy in Q4 2018 and has held it in 24 quarters since.
  • Cresset Asset Management's Evergy position peaked at $1.61M in Q3 2024.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.