Capital Advisors Ltd’s Evergy EVRG Stock Holding History

Capital Advisors Ltd’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	$13K	Hold	149	–	–	﹤0.01%	793
2026 Q1	$12K	Hold	149	–	–	﹤0.01%	787
2025 Q4	$11K	Hold	149	–	–	﹤0.01%	785
2025 Q3	$11K	Hold	149	–	–	﹤0.01%	777
2025 Q2	$10K	Hold	149	–	–	﹤0.01%	788
2025 Q1	$10K	Hold	149	–	–	﹤0.01%	767
2024 Q4	$9K	Hold	149	–	–	﹤0.01%	805
2024 Q3	$9K	Hold	149	–	–	﹤0.01%	791
2024 Q2	$8K	Sell	149 -11	-7%	-$585	﹤0.01%	797
2024 Q1	$9K	Sell	160 -81	-34%	-$4.14K	﹤0.01%	734
2023 Q4	$13K	Sell	241 -62	-20%	-$3.12K	﹤0.01%	646
2023 Q3	$15K	Sell	303 -28	-8%	-$1.59K	﹤0.01%	604
2023 Q2	$19K	Buy	331 +114	+53%	+$6.88K	﹤0.01%	580
2023 Q1	$13K	Sell	217 -324	-60%	-$19.7K	﹤0.01%	516
2022 Q4	$10K	Buy	541 +326	+152%	+$19.6K	﹤0.01%	559
2022 Q3	$13K	Buy	215 +59	+38%	+$3.97K	﹤0.01%	500
2022 Q2	$10K	Buy	156 +6	+4%	+$407	﹤0.01%	505
2022 Q1	$10K	Sell	150 -6	-4%	-$387	﹤0.01%	523
2021 Q4	$11K	Buy	+156	New	+$10.1K	﹤0.01%	511

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital Advisors Ltd's EVRG Position: Q2 2026 in Review

Capital Advisors Ltd held its Evergy (EVRG) position steady in Q2 2026 at 149 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Capital Advisors Ltd first reported a position in EVRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $19K in Q2 2023. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

Capital Advisors Ltd held 149 shares of Evergy worth $13K as of Q2 2026.
Capital Advisors Ltd left its Evergy share count unchanged in Q2 2026.
Evergy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #793 holding.
Capital Advisors Ltd first reported a position in Evergy in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's Evergy position peaked at $19K in Q2 2023.
944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.