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Capital Performance Advisors’s Evergy EVRG Stock Holding History

Capital Performance 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 		– Sell
-2,946
Closed -$241K – 375
2026
Q1 		$241K Buy
2,946
+137
+5% +$10.8K 0.02% 384
2025
Q4 		$204K Buy
2,809
+17
+0.6% +$1.29K 0.01% 423
2025
Q3 		$212K Buy
+2,792
New +$199K 0.04% 304
2024
Q4 		– Sell
-1,998
Closed -$124K – 984
2024
Q3 		$124K Buy
+1,998
New +$116K 0.04% 162

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
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 Performance Advisors's EVRG Position: Q2 2026 in Review

Capital Performance Advisors sold out of Evergy (EVRG) in Q2 2026, closing a stake of 2,946 shares — an estimated $241K sold.

Capital Performance Advisors first reported a position in EVRG in Q3 2024 and held it in 4 quarters. The position peaked at $241K in Q1 2026. 939 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Capital Performance Advisors reported no remaining Evergy position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,946 Evergy shares in Q2 2026, an estimated $241K.
  • Capital Performance Advisors first reported a position in Evergy in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's Evergy position peaked at $241K in Q1 2026.
  • 939 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.