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
Q4 		– Sell
-4,400
Closed -$334K – 1747
2025
Q3 		$334K Sell
4,400
-700
-14% -$49.9K ﹤0.01% 1605
2025
Q2 		$352K Sell
5,100
-1,000
-16% -$67.2K ﹤0.01% 1314
2025
Q1 		$421K Buy
6,100
+600
+11% +$39.3K ﹤0.01% 1115
2024
Q4 		$339K Sell
5,500
-4,000
-42% -$247K ﹤0.01% 1446
2024
Q3 		$589K Buy
9,500
+1,700
+22% +$98.9K ﹤0.01% 1157
2024
Q2 		$413K Buy
7,800
+1,100
+16% +$58.5K ﹤0.01% 1410
2024
Q1 		$358K Sell
6,700
-4,000
-37% -$204K ﹤0.01% 1734
2023
Q4 		$559K Buy
10,700
+8,600
+410% +$433K ﹤0.01% 1289
2023
Q3 		$106K Sell
2,100
-1,000
-32% -$56.8K ﹤0.01% 1943
2023
Q2 		$181K Hold
3,100
– – ﹤0.01% 1588
2023
Q1 		$189K Sell
3,100
-19,300
-86% -$1.17M ﹤0.01% 1274
2022
Q4 		$1.41M Hold
22,400
– – 0.01% 819
2022
Q3 		$1.33M Buy
22,400
+1,000
+5% +$67.3K 0.01% 915
2022
Q2 		$1.4M Sell
21,400
-53,800
-72% -$3.65M 0.01% 901
2022
Q1 		$5.14M Sell
75,200
-72,100
-49% -$4.65M 0.01% 696
2021
Q4 		$10.1M Buy
147,300
+37,100
+34% +$2.41M 0.02% 601
2021
Q3 		$6.85M Buy
110,200
+17,900
+19% +$1.17M 0.01% 749
2021
Q2 		$5.58M Buy
92,300
+19,000
+26% +$1.19M 0.01% 703
2021
Q1 		$4.36M Buy
73,300
+35,100
+92% +$1.94M 0.01% 687
2020
Q4 		$2.12M Buy
38,200
+32,900
+621% +$1.81M 0.01% 859
2020
Q3 		$269K Buy
+5,300
New +$296K ﹤0.01% 1256

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.