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Crewe Advisors’s Evergy EVRG Stock Holding History

Crewe Advisors’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 		$39.8K Buy
461
+325
+239% +$26.9K ﹤0.01% 475
2026
Q1 		$11.1K Buy
136
+93
+216% +$7.35K ﹤0.01% 617
2025
Q4 		$3.12K Sell
43
-430
-91% -$32.6K ﹤0.01% 813
2025
Q3 		$36K Sell
473
-616
-57% -$43.9K ﹤0.01% 413
2025
Q2 		$75.1K Buy
1,089
+189
+21% +$12.7K 0.01% 252
2025
Q1 		$62.1K Hold
900
– – 0.01% 253
2024
Q4 		$55.4K Hold
900
– – 0.01% 273
2024
Q3 		$55.8K Hold
900
– – 0.01% 287
2024
Q2 		$47.7K Sell
900
-102
-10% -$5.43K 0.01% 378
2024
Q1 		$53.5K Buy
+1,002
New +$51.2K 0.01% 357
2023
Q4 		– Sell
-1,092
Closed -$55.4K – 508
2023
Q3 		$55.4K Hold
1,092
– – 0.01% 133
2023
Q2 		$63.8K Hold
1,092
– – 0.01% 250
2023
Q1 		$66.7K Buy
1,092
+1,069
+4,648% +$65K 0.01% 277
2022
Q4 		$1.45K Sell
23
-323
-93% -$19.4K ﹤0.01% 885
2022
Q3 		$21K Buy
346
+323
+1,404% +$21.7K ﹤0.01% 451
2022
Q2 		$2K Buy
+23
New +$1.56K ﹤0.01% 968

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

Crewe Advisors's EVRG Position: Q2 2026 in Review

Crewe Advisors increased its Evergy (EVRG) stake by 239% in Q2 2026, buying an estimated $26.9K and bringing the position to 461 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Crewe Advisors first reported a position in EVRG in Q2 2022 and has held it in 16 quarters since. The position peaked at $75.1K in Q2 2025. 941 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Crewe Advisors held 461 shares of Evergy worth $39.8K as of Q2 2026.
  • Crewe Advisors bought 325 Evergy shares in Q2 2026, an estimated $26.9K.
  • Evergy made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #475 holding.
  • Crewe Advisors first reported a position in Evergy in Q2 2022 and has held it in 16 quarters since.
  • Crewe Advisors's Evergy position peaked at $75.1K in Q2 2025.
  • 941 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.