CIA
EVRG icon

Cape Investment Advisory’s Evergy EVRG Stock Holding History

Cape Investment Advisory’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 		$106K Buy
+1,225
New +$101K 0.03% 335
2026
Q1 		– Sell
-191
Closed -$13.8K – 508
2025
Q4 		$13.8K Buy
191
+147
+334% +$11.2K ﹤0.01% 685
2025
Q3 		$3.34K Sell
44
-29
-40% -$2.07K ﹤0.01% 597
2025
Q2 		$5.03K Buy
73
+1
+1% +$67 ﹤0.01% 750
2025
Q1 		$5K Buy
72
+50
+227% +$3.27K ﹤0.01% 747
2024
Q4 		$1.35K Buy
+22
New +$1.36K ﹤0.01% 926
2023
Q3 		– Sell
-82
Closed -$4.82K – 933
2023
Q2 		$4.82K Hold
82
– – ﹤0.01% 662
2023
Q1 		$4.99K Buy
+82
New +$4.99K ﹤0.01% 675

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

Cape Investment Advisory's EVRG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Evergy (EVRG) in Q2 2026: 1,225 shares worth $106K. The stake represents 0.03% of the portfolio and ranks #335 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EVRG as recently as Q4 2025.

Cape Investment Advisory first reported a position in EVRG in Q1 2023 and has held it in 8 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Cape Investment Advisory held 1,225 shares of Evergy worth $106K as of Q2 2026.
  • Evergy was a new Cape Investment Advisory position in Q2 2026.
  • Evergy made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #335 holding.
  • Cape Investment Advisory first reported a position in Evergy in Q1 2023 and has held it in 8 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.