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Crestwood Advisors Group’s Evergy EVRG Stock Holding History

Crestwood Advisors Group’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 		$352K Buy
4,071
+581
+17% +$48.1K 0.01% 620
2026
Q1 		$286K Buy
3,490
+382
+12% +$30.2K ﹤0.01% 597
2025
Q4 		$225K Buy
+3,108
New +$236K ﹤0.01% 625

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

Crestwood Advisors Group's EVRG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Evergy (EVRG) stake by 17% in Q2 2026, buying an estimated $48.1K and bringing the position to 4,071 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #620.

Crestwood Advisors Group first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Crestwood Advisors Group held 4,071 shares of Evergy worth $352K as of Q2 2026.
  • Crestwood Advisors Group bought 581 Evergy shares in Q2 2026, an estimated $48.1K.
  • Evergy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #620 holding.
  • Crestwood Advisors Group first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.