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Caldwell Sutter Capital’s Evergy EVRG Stock Holding History

Caldwell Sutter Capital’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 		$82.6K Hold
956
– – 0.03% 325
2026
Q1 		$78.3K Hold
956
– – 0.03% 324
2025
Q4 		$69.3K Hold
956
– – 0.03% 320
2025
Q3 		$72.7K Hold
956
– – 0.03% 320
2025
Q2 		$65.9K Hold
956
– – 0.03% 319
2025
Q1 		$65.9K Hold
956
– – 0.03% 324
2024
Q4 		$58.8K Hold
956
– – 0.03% 338
2024
Q3 		$59.3K Hold
956
– – 0.03% 336
2024
Q2 		$50.6K Hold
956
– – 0.03% 354
2024
Q1 		$51K Hold
956
– – 0.02% 347
2023
Q4 		$49.9K Hold
956
– – 0.03% 335
2023
Q3 		$48.5K Hold
956
– – 0.03% 322
2023
Q2 		$55.9K Hold
956
– – 0.03% 309
2023
Q1 		$58.4K Buy
+956
New +$58.2K 0.04% 234

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

Caldwell Sutter Capital's EVRG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Evergy (EVRG) position steady in Q2 2026 at 956 shares worth $82.6K. The position accounts for 0.03% of the portfolio, ranked #325.

Caldwell Sutter Capital first reported a position in EVRG in Q1 2023 and has held it in 14 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Caldwell Sutter Capital held 956 shares of Evergy worth $82.6K as of Q2 2026.
  • Caldwell Sutter Capital left its Evergy share count unchanged in Q2 2026.
  • Evergy made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #325 holding.
  • Caldwell Sutter Capital first reported a position in Evergy in Q1 2023 and has held it in 14 quarters since.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.