CSC
EVRG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return