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Creative Planning EVRG Position History
Evergy, Inc. • Utilities
Quarters held
10
Latest value
$52.4M
Q3 2026
Peak value
$52.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.3M |
| Q3 2025 | $488K |
| Q4 2025 | $16.1M |
| Q4 2025 | $489K |
| Q1 2026 | $694K |
| Q1 2026 | $30.1M |
| Q2 2026 | $762K |
| Q2 2026 | $45.6M |
| Q3 2026 | $705K |
| Q3 2026 | $52.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $52.4M | 667.7K | — | — |
| Q3 2026 | $705K | 9.0K | — | — |
| Q2 2026 | $45.6M | 527.8K | — | — |
| Q2 2026 | $762K | 8.8K | — | — |
| Q1 2026 | $30.1M | 367.2K | — | — |
| Q1 2026 | $694K | 8.5K | — | — |
| Q4 2025 | $489K | 6.8K | — | — |
| Q4 2025 | $16.1M | 222.3K | — | — |
| Q3 2025 | $488K | 6.4K | — | — |
| Q3 2025 | $14.3M | 187.8K | — | — |