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Capital Investment Advisors’s Evergy EVRG Stock Holding History

Capital Investment Advisors’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 		$217K Sell
2,506
-189
-7% -$15.6K ﹤0.01% 735
2026
Q1 		$221K Buy
+2,695
New +$213K ﹤0.01% 689
2025
Q4 		– Sell
-2,676
Closed -$203K – 748
2025
Q3 		$203K Buy
+2,676
New +$191K ﹤0.01% 689

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Capital Investment Advisors reduced its Evergy (EVRG) stake by 7% in Q2 2026, selling an estimated $15.6K and leaving 2,506 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Capital Investment Advisors first reported a position in EVRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q1 2026. 556 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Capital Investment Advisors held 2,506 shares of Evergy worth $217K as of Q2 2026.
  • Capital Investment Advisors sold 189 Evergy shares in Q2 2026, an estimated $15.6K.
  • Evergy made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #735 holding.
  • Capital Investment Advisors first reported a position in Evergy in Q3 2025 and has held it in 3 quarters since.
  • Capital Investment Advisors's Evergy position peaked at $221K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.