NAM
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NorthCrest Asset Manangement’s Evergy EVRG Stock Holding History

NorthCrest Asset Manangement’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
Q1 		– Sell
-5,710
Closed -$413K – 803
2025
Q4 		$413K Sell
5,710
-366
-6% -$27.8K 0.01% 598
2025
Q3 		$472K Buy
6,076
+170
+3% +$12.1K 0.01% 515
2025
Q2 		$414K Sell
5,906
-293
-5% -$19.7K 0.01% 454
2025
Q1 		$427K Buy
6,199
+701
+13% +$45.9K 0.01% 451
2024
Q4 		$338K Buy
5,498
+81
+1% +$5.01K 0.01% 465
2024
Q3 		$336K Buy
+5,417
New +$315K 0.01% 465

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

NorthCrest Asset Manangement's EVRG Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of Evergy (EVRG) in Q1 2026, closing a stake of 5,710 shares — an estimated $413K sold.

NorthCrest Asset Manangement first reported a position in EVRG in Q3 2024 and held it in 6 quarters. The position peaked at $472K in Q3 2025. 924 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • NorthCrest Asset Manangement reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 5,710 Evergy shares in Q1 2026, an estimated $413K.
  • NorthCrest Asset Manangement first reported a position in Evergy in Q3 2024 and held it in 6 quarters.
  • NorthCrest Asset Manangement's Evergy position peaked at $472K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.