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
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 $5.72T 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 $1.02T AUM 30.18% 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

Capital Fund Management (CFM)'s EVRG Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Evergy (EVRG) stake by 750% in Q1 2026, buying an estimated $6.14M and bringing the position to 88,102 shares worth $7.22M. The position accounts for 0.03% of the portfolio, ranked #715.

Capital Fund Management (CFM) first reported a position in EVRG in Q1 2019 and has held it in 11 quarters since. The position peaked at $10.8M in Q1 2019. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • Capital Fund Management (CFM) held 88,102 shares of Evergy worth $7.22M as of Q1 2026.
  • Capital Fund Management (CFM) bought 77,733 Evergy shares in Q1 2026, an estimated $6.14M.
  • Evergy made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #715 holding.
  • Capital Fund Management (CFM) first reported a position in Evergy in Q1 2019 and has held it in 11 quarters since.
  • Capital Fund Management (CFM)'s Evergy position peaked at $10.8M in Q1 2019.
  • 917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.