Capstone Investment Advisors
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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
Q1 		– Sell
-4,651
Closed -$304K – 1514
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
2021
Q4 		– Sell
-1,011
Closed -$65.7K – 1916
2021
Q3 		$63K Buy
+1,011
New +$66.3K ﹤0.01% 1828
2021
Q1 		– Sell
-1,407
Closed -$77.9K – 1748
2020
Q4 		$78K Buy
+1,407
New +$77.2K ﹤0.01% 1587

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capstone Investment Advisors's EVRG Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Evergy (EVRG) in Q1 2025, closing a stake of 4,651 shares — an estimated $304K sold.

Capstone Investment Advisors first reported a position in EVRG in Q4 2020 and held it in 12 quarters. The position peaked at $397K in Q4 2023. 820 funds tracked by Wall St. Rank hold EVRG as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Evergy position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,651 Evergy shares in Q1 2025, an estimated $304K.
  • Capstone Investment Advisors first reported a position in Evergy in Q4 2020 and held it in 12 quarters.
  • Capstone Investment Advisors's Evergy position peaked at $397K in Q4 2023.
  • 820 funds tracked by Wall St. Rank held Evergy as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.