CIM
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Capital Investment Management’s Evergy EVRG Stock Holding History

Capital Investment Management’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 		$294K Sell
3,406
-24
-0.7% -$1.99K 0.09% 107
2026
Q1 		$281K Sell
3,430
-8,370
-71% -$661K 0.1% 98
2025
Q4 		$855K Buy
+11,800
New +$895K 0.3% 62

Other funds holding EVRG

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

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

Capital Investment Management reduced its Evergy (EVRG) stake by 0.7% in Q2 2026, selling an estimated $1.99K and leaving 3,406 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #107.

Capital Investment Management first reported a position in EVRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $855K in Q4 2025. 237 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Capital Investment Management held 3,406 shares of Evergy worth $294K as of Q2 2026.
  • Capital Investment Management sold 24 Evergy shares in Q2 2026, an estimated $1.99K.
  • Evergy made up 0.09% of Capital Investment Management's portfolio in Q2 2026, its #107 holding.
  • Capital Investment Management first reported a position in Evergy in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's Evergy position peaked at $855K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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