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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
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

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

CoreCap Advisors's EVRG Position: Q2 2026 in Review

CoreCap Advisors increased its Evergy (EVRG) stake by 0.33% in Q2 2026, buying an estimated $166 and bringing the position to 614 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

CoreCap Advisors first reported a position in EVRG in Q4 2021 and has held it in 13 quarters since. The position peaked at $89K in Q4 2021. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • CoreCap Advisors held 614 shares of Evergy worth $53K as of Q2 2026.
  • CoreCap Advisors bought 2 Evergy shares in Q2 2026, an estimated $166.
  • Evergy made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1382 holding.
  • CoreCap Advisors first reported a position in Evergy in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Evergy position peaked at $89K in Q4 2021.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.