CM
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Capula Management’s Evergy EVRG Stock Holding History

Capula Management’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
Q1 		$362K Buy
+4,425
New +$350K ﹤0.01% 592
2024
Q4 		– Sell
-9,165
Closed -$568K – 446
2024
Q3 		$568K Buy
+9,165
New +$533K 0.01% 224
2024
Q2 		– Sell
-5,074
Closed -$271K – 508
2024
Q1 		$271K Buy
+5,074
New +$259K 0.01% 350
2023
Q1 		– Sell
-7,120
Closed -$448K – 785
2022
Q4 		$448K Sell
7,120
-640
-8% -$38.4K 0.05% 611
2022
Q3 		$461K Buy
+7,760
New +$522K 0.06% 489
2021
Q3 		– Sell
-4,201
Closed -$254K – 912
2021
Q2 		$254K Buy
+4,201
New +$263K 0.05% 626

Other funds holding EVRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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