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Cromwell Holdings’s Evergy EVRG Stock Holding History

Cromwell Holdings’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 		$68.1K Buy
788
+16
+2% +$1.32K 0.03% 439
2026
Q1 		$63.2K Hold
772
– – 0.04% 428
2025
Q4 		$56K Hold
772
– – 0.03% 446
2025
Q3 		$58.7K Hold
772
– – 0.03% 448
2025
Q2 		$53.2K Buy
772
+40
+5% +$2.69K 0.03% 447
2025
Q1 		$50.5K Hold
732
– – 0.03% 453
2024
Q4 		$45.1K Hold
732
– – 0.03% 483
2024
Q3 		$45.4K Hold
732
– – 0.03% 475
2024
Q2 		$38.8K Buy
+732
New +$38.9K 0.02% 485

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

Cromwell Holdings's EVRG Position: Q2 2026 in Review

Cromwell Holdings increased its Evergy (EVRG) stake by 2.1% in Q2 2026, buying an estimated $1.32K and bringing the position to 788 shares worth $68.1K. The position accounts for 0.03% of the portfolio, ranked #439.

Cromwell Holdings first reported a position in EVRG in Q2 2024 and has held it in 9 quarters since. 942 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cromwell Holdings held 788 shares of Evergy worth $68.1K as of Q2 2026.
  • Cromwell Holdings bought 16 Evergy shares in Q2 2026, an estimated $1.32K.
  • Evergy made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #439 holding.
  • Cromwell Holdings first reported a position in Evergy in Q2 2024 and has held it in 9 quarters since.
  • 942 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.