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Crestline Management’s Evergy EVRG Stock Holding History

Crestline 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
2025
Q1 		– Sell
-220,579
Closed -$13.6M – 214
2024
Q4 		$13.6M Sell
220,579
-47,501
-18% -$2.94M 0.45% 32
2024
Q3 		$16.6M Buy
268,080
+62,169
+30% +$3.62M 0.86% 11
2024
Q2 		$10.9M Buy
205,911
+67,773
+49% +$3.61M 0.85% 23
2024
Q1 		$7.37M Buy
+138,138
New +$7.06M 0.65% 46

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Crestline Management's EVRG Position: Q1 2025 in Review

Crestline Management sold out of Evergy (EVRG) in Q1 2025, closing a stake of 220,579 shares — an estimated $13.6M sold.

Crestline Management first reported a position in EVRG in Q1 2024 and held it in 4 quarters. The position peaked at $16.6M in Q3 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Crestline Management reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 220,579 Evergy shares in Q1 2025, an estimated $13.6M.
  • Crestline Management first reported a position in Evergy in Q1 2024 and held it in 4 quarters.
  • Crestline Management's Evergy position peaked at $16.6M in Q3 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.