CoreCap Advisors’s Evergy EVRG Stock Holding History

CoreCap 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
2026 Q3	$38.7K	Sell	493 -121	-20%	-$10K	﹤0.01%	1514
2026 Q2	$53K	Buy	614 +2	+0.3%	+$166	﹤0.01%	1382
2026 Q1	$50.2K	Sell	612 -1	-0.2%	-$79	﹤0.01%	1310
2025 Q4	$44.4K	Buy	613 +231	+60%	+$17.5K	﹤0.01%	1384
2025 Q3	$29.1K	Sell	382 -5	-1%	-$356	﹤0.01%	1536
2025 Q2	$26.7K	Sell	387 -110	-22%	-$7.39K	﹤0.01%	1504
2025 Q1	$34.2K	Buy	497 +109	+28%	+$7.13K	﹤0.01%	1324
2024 Q4	$23.9K	Sell	388 -50	-11%	-$3.09K	﹤0.01%	1474
2024 Q3	$27.1K	Sell	438 -155	-26%	-$9.02K	﹤0.01%	1431
2024 Q2	$31.4K	Buy	593 +88	+17%	+$4.68K	﹤0.01%	771
2024 Q1	$27K	Buy	+505	New	+$25.8K	﹤0.01%	1355
2022 Q4	$39.8K	Buy	+632	New	+$38K	﹤0.01%	1066
2022 Q3	–	Sell	-497	Closed	-$32K	–	1002
2022 Q2	$32K	Buy	+497	New	+$33.7K	﹤0.01%	1088
2022 Q1	–	Sell	-1,295	Closed	-$89K	–	1008
2021 Q4	$89K	Buy	+1,295	New	+$84.2K	0.01%	793

Other funds holding EVRG

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

CoreCap Advisors's EVRG Position: Q3 2026 in Review

CoreCap Advisors reduced its Evergy (EVRG) stake by 20% in Q3 2026, selling an estimated $10K and leaving 493 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

CoreCap Advisors first reported a position in EVRG in Q4 2021 and has held it in 14 quarters since. The position peaked at $89K in Q4 2021. 198 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

CoreCap Advisors held 493 shares of Evergy worth $38.7K as of Q3 2026.
CoreCap Advisors sold 121 Evergy shares in Q3 2026, an estimated $10K.
Evergy made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1514 holding.
CoreCap Advisors first reported a position in Evergy in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Evergy position peaked at $89K in Q4 2021.
198 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.