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
-2,100
Closed -$129K – 1513
2024
Q4 		$129K Sell
2,100
-2,000
-49% -$124K ﹤0.01% 1663
2024
Q3 		$254K Buy
4,100
+1,600
+64% +$93.1K ﹤0.01% 1479
2024
Q2 		$132K Buy
2,500
+600
+32% +$31.9K ﹤0.01% 1850
2024
Q1 		$101K Sell
1,900
-300
-14% -$15.3K ﹤0.01% 2137
2023
Q4 		$115K Buy
2,200
+500
+29% +$25.2K ﹤0.01% 1919
2023
Q3 		$86.2K Buy
1,700
+700
+70% +$39.7K ﹤0.01% 1964
2023
Q2 		$58.4K Buy
1,000
+600
+150% +$36.2K ﹤0.01% 1752
2023
Q1 		$24.4K Sell
400
-7,100
-95% -$432K ﹤0.01% 1457
2022
Q4 		$472K Hold
7,500
– – ﹤0.01% 1146
2022
Q3 		$446K Buy
7,500
+800
+12% +$53.8K ﹤0.01% 1311
2022
Q2 		$437K Sell
6,700
-16,200
-71% -$1.1M ﹤0.01% 1282
2022
Q1 		$1.56M Sell
22,900
-7,900
-26% -$510K ﹤0.01% 1163
2021
Q4 		$2.11M Buy
30,800
+11,000
+56% +$715K ﹤0.01% 1103
2021
Q3 		$1.23M Sell
19,800
-11,600
-37% -$761K ﹤0.01% 1341
2021
Q2 		$1.9M Sell
31,400
-2,100
-6% -$131K ﹤0.01% 1054
2021
Q1 		$1.99M Buy
33,500
+18,100
+118% +$1M 0.01% 929
2020
Q4 		$855K Buy
+15,400
New +$845K ﹤0.01% 1123

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

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. 819 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.
  • 819 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.