Capstone Investment Advisors
EVRG icon

Capstone Investment Advisors’s Evergy EVRG Stock Holding History

Capstone 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
2025
Q4 		– Hold
0
– – – 1777
2025
Q3 		– Hold
0
– – – 1967
2025
Q2 		– Hold
0
– – – 1672
2025
Q1 		– Sell
-4,651
Closed -$304K – 1525
2024
Q4 		$286K Buy
4,651
+3,444
+285% +$213K ﹤0.01% 1495
2024
Q3 		$74.8K Sell
1,207
-2,483
-67% -$144K ﹤0.01% 1755
2024
Q2 		$195K Sell
3,690
-39
-1% -$2.08K ﹤0.01% 1775
2024
Q1 		$199K Sell
3,729
-3,884
-51% -$198K ﹤0.01% 2017
2023
Q4 		$397K Buy
7,613
+7,028
+1,201% +$354K 0.01% 1452
2023
Q3 		$29.7K Sell
585
-5,968
-91% -$339K ﹤0.01% 2046
2023
Q2 		$383K Buy
6,553
+5,843
+823% +$353K 0.01% 1284
2023
Q1 		$43.4K Sell
710
-4,059
-85% -$247K ﹤0.01% 1434
2022
Q4 		$300K Buy
4,769
+1,510
+46% +$90.7K 0.01% 1220
2022
Q3 		$194K Buy
+3,259
New +$219K ﹤0.01% 1481
2022
Q2 		– Hold
0
– – – 1955
2022
Q1 		– Hold
0
– – – 2129
2021
Q4 		– Sell
-1,011
Closed -$65.7K – 1948
2021
Q3 		$63K Buy
+1,011
New +$66.3K ﹤0.01% 1828
2021
Q2 		– Hold
0
– – – 1840
2021
Q1 		– Sell
-1,407
Closed -$77.9K – 1806
2020
Q4 		$78K Buy
+1,407
New +$77.2K ﹤0.01% 1587
2020
Q3 		– Hold
0
– – – 1489

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Invesco
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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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return