Capital Fund Management (CFM)
EVRG icon

Capital Fund Management (CFM)’s Evergy EVRG Stock Holding History

Capital Fund Management (CFM)’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 		$12.2M Buy
140,867
+52,765
+60% +$4.37M 0.05% 513
2026
Q1 		$7.22M Buy
88,102
+77,733
+750% +$6.14M 0.03% 715
2025
Q4 		$752K Buy
+10,369
New +$787K ﹤0.01% 2120
2025
Q2 		– Sell
-66,433
Closed -$4.58M – 2385
2025
Q1 		$4.58M Buy
66,433
+42,286
+175% +$2.77M 0.01% 1050
2024
Q4 		$1.49M Buy
+24,147
New +$1.49M ﹤0.01% 1628
2024
Q3 		– Sell
-37,358
Closed -$1.98M – 2024
2024
Q2 		$1.98M Sell
37,358
-99,748
-73% -$5.31M 0.01% 1389
2024
Q1 		$7.32M Buy
137,106
+38,454
+39% +$1.96M 0.02% 875
2023
Q4 		$5.15M Buy
98,652
+65,418
+197% +$3.29M 0.01% 1076
2023
Q3 		$1.68M Buy
+33,234
New +$1.89M 0.01% 1442
2023
Q2 		– Sell
-10,528
Closed -$643K – 1732
2023
Q1 		$643K Buy
+10,528
New +$640K ﹤0.01% 1398
2019
Q4 		– Sell
-75,300
Closed -$5.01M – 1877
2019
Q3 		$5.01M Buy
+75,300
New +$4.76M 0.05% 480
2019
Q2 		– Sell
-186,700
Closed -$10.8M – 1690
2019
Q1 		$10.8M Buy
+186,700
New +$10.6M 0.1% 277

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

Capital Fund Management (CFM)'s EVRG Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Evergy (EVRG) stake by 60% in Q2 2026, buying an estimated $4.37M and bringing the position to 140,867 shares worth $12.2M. The position accounts for 0.05% of the portfolio, ranked #513.

Capital Fund Management (CFM) first reported a position in EVRG in Q1 2019 and has held it in 12 quarters since. 946 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Capital Fund Management (CFM) held 140,867 shares of Evergy worth $12.2M as of Q2 2026.
  • Capital Fund Management (CFM) bought 52,765 Evergy shares in Q2 2026, an estimated $4.37M.
  • Evergy made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #513 holding.
  • Capital Fund Management (CFM) first reported a position in Evergy in Q1 2019 and has held it in 12 quarters since.
  • 946 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.