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 Q3	$16K	Buy	207 +58	+39%	+$4.81K	﹤0.01%	750
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital Advisors Ltd's EVRG Position: Q3 2026 in Review

Capital Advisors Ltd increased its Evergy (EVRG) stake by 39% in Q3 2026, buying an estimated $4.81K and bringing the position to 207 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Capital Advisors Ltd first reported a position in EVRG in Q4 2021 and has held it in 20 quarters since. The position peaked at $19K in Q2 2023. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Capital Advisors Ltd held 207 shares of Evergy worth $16K as of Q3 2026.
Capital Advisors Ltd bought 58 Evergy shares in Q3 2026, an estimated $4.81K.
Evergy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #750 holding.
Capital Advisors Ltd first reported a position in Evergy in Q4 2021 and has held it in 20 quarters since.
Capital Advisors Ltd's Evergy position peaked at $19K in Q2 2023.
649 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.