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Caprock Group’s Evergy EVRG Stock Holding History

Caprock Group’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 		$1.28M Buy
14,833
+774
+6% +$64.1K 0.02% 548
2026
Q1 		$1.15M Sell
14,059
-7,522
-35% -$594K 0.03% 505
2025
Q4 		$1.56M Buy
21,581
+1,000
+5% +$75.9K 0.03% 463
2025
Q3 		$1.48M Buy
+20,581
New +$1.47M 0.04% 434
2025
Q1 		$998K Buy
14,479
+2,373
+20% +$155K 0.03% 464
2024
Q4 		$745K Buy
12,106
+1,126
+10% +$69.6K 0.02% 504
2024
Q3 		$681K Sell
10,980
-142
-1% -$8.26K 0.02% 487
2024
Q2 		$589K Buy
11,122
+1,580
+17% +$84.1K 0.02% 495
2024
Q1 		$509K Buy
9,542
+3,768
+65% +$193K 0.03% 407
2023
Q4 		$301K Buy
5,774
+23
+0.4% +$1.16K 0.02% 532
2023
Q3 		$292K Buy
5,751
+222
+4% +$12.6K 0.02% 500
2023
Q2 		$323K Sell
5,529
-5
-0.1% -$302 0.02% 479
2023
Q1 		$338K Buy
5,534
+2,316
+72% +$141K 0.03% 461
2022
Q4 		$203K Sell
3,218
-998
-24% -$59.9K 0.02% 502
2022
Q3 		$250K Hold
4,216
– – 0.02% 454
2022
Q2 		$275K Buy
4,216
+1,172
+39% +$79.5K 0.03% 405
2022
Q1 		$208K Sell
3,044
-11
-0.4% -$710 0.02% 551
2021
Q4 		$210K Buy
+3,055
New +$199K 0.02% 529
2021
Q3 		– Sell
-5,850
Closed -$354K – 552
2021
Q2 		$354K Sell
5,850
-2,731
-32% -$171K 0.03% 322
2021
Q1 		$511K Buy
8,581
+37
+0.4% +$2.05K 0.06% 235
2020
Q4 		$474K Sell
8,544
-130
-1% -$7.13K 0.05% 238
2020
Q3 		$441K Buy
+8,674
New +$485K 0.06% 230

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

Caprock Group's EVRG Position: Q2 2026 in Review

Caprock Group increased its Evergy (EVRG) stake by 5.5% in Q2 2026, buying an estimated $64.1K and bringing the position to 14,833 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #548.

Caprock Group first reported a position in EVRG in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.56M in Q4 2025. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Caprock Group held 14,833 shares of Evergy worth $1.28M as of Q2 2026.
  • Caprock Group bought 774 Evergy shares in Q2 2026, an estimated $64.1K.
  • Evergy made up 0.02% of Caprock Group's portfolio in Q2 2026, its #548 holding.
  • Caprock Group first reported a position in Evergy in Q3 2020 and has held it in 22 quarters since.
  • Caprock Group's Evergy position peaked at $1.56M in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.