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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVRG overviewAll 13F holders of EVRGFull Q2 2026 holdings

Shares (Q2 2026)
536,615
Value
$46.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EVRG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026536,615$46.4M<0.1%+160,969+42.9%AddedHolders
Q1 2026375,646$30.8M<0.1%+146,586+64.0%AddedHolders
Q4 2025229,060$16.6M<0.1%+34,860+18.0%AddedHolders
Q3 2025194,200$14.8M<0.1%+49,994+34.7%AddedHolders
Q2 2025144,206$9.94M<0.1%−2,325−1.6%ReducedHolders
Q1 2025146,531$10.1M<0.1%+10,557+7.8%AddedHolders
Q4 2024135,974$8.37M<0.1%+12,380+10.0%AddedHolders
Q3 2024123,594$7.66M<0.1%+812+0.7%AddedHolders
Q2 2024122,782$6.50M<0.1%+16,307+15.3%AddedHolders
Q1 2024106,475$5.68M<0.1%+7,685+7.8%AddedHolders
Q4 202398,790$5.16M<0.1%−9,026−8.4%ReducedHolders
Q3 2023107,816$5.47M<0.1%+21,690+25.2%AddedHolders
Q2 202386,126$5.03M<0.1%+388+0.5%AddedHolders
Q1 202385,738$5.24M<0.1%−2,702−3.1%ReducedHolders
Q4 202288,440$5.57M<0.1%+19,618+28.5%AddedHolders
Q3 202268,822$4.09M<0.1%−5,818−7.8%ReducedHolders
Q2 202274,640$4.87M<0.1%+6,685+9.8%AddedHolders
Q1 202267,955$4.64M<0.1%+28,508+72.3%AddedHolders
Q4 202139,447$2.71M<0.1%−2,107−5.1%ReducedHolders
Q3 202141,554$2.58M<0.1%−1,049−2.5%ReducedHolders
Q2 202142,603$2.58M<0.1%−527−1.2%ReducedHolders
Q1 202143,130$2.57M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.