PCIA
EVRG icon

Prime Capital Investment Advisors’s Evergy EVRG Stock Holding History

Prime Capital 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
2026
Q2 		$555K Sell
6,419
-411
-6% -$34K 0.01% 670
2026
Q1 		$560K Sell
6,830
-2,016
-23% -$159K 0.01% 645
2025
Q4 		$641K Buy
8,846
+4
+0% +$303 0.01% 583
2025
Q3 		$672K Sell
8,842
-1,340
-13% -$95.5K 0.01% 563
2025
Q2 		$702K Sell
10,182
-2,224
-18% -$149K 0.01% 539
2025
Q1 		$855K Buy
12,406
+2,899
+30% +$190K 0.01% 540
2024
Q4 		$585K Sell
9,507
-631
-6% -$39K 0.01% 538
2024
Q3 		$629K Buy
10,138
+2,910
+40% +$169K 0.01% 530
2024
Q2 		$383K Buy
7,228
+22
+0.3% +$1.17K 0.01% 654
2024
Q1 		$385K Buy
7,206
+55
+0.8% +$2.81K 0.01% 701
2023
Q4 		$373K Buy
+7,151
New +$360K 0.01% 670
2021
Q3 		– Sell
-3,503
Closed -$212K – 320
2021
Q2 		$212K Buy
+3,503
New +$219K 0.01% 350
2020
Q1 		– Sell
-423
Closed -$28K – 516
2019
Q4 		$28K Hold
423
– – ﹤0.01% 367
2019
Q3 		$28K Buy
+423
New +$26.8K ﹤0.01% 369
2018
Q3 		– Sell
-424
Closed -$24K – 287
2018
Q2 		$24K Buy
+424
New +$22.7K 0.01% 232

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Prime Capital Investment Advisors's EVRG Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Evergy (EVRG) stake by 6% in Q2 2026, selling an estimated $34K and leaving 6,419 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #670.

Prime Capital Investment Advisors first reported a position in EVRG in Q2 2018 and has held it in 15 quarters since. The position peaked at $855K in Q1 2025. 667 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Prime Capital Investment Advisors held 6,419 shares of Evergy worth $555K as of Q2 2026.
  • Prime Capital Investment Advisors sold 411 Evergy shares in Q2 2026, an estimated $34K.
  • Evergy made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #670 holding.
  • Prime Capital Investment Advisors first reported a position in Evergy in Q2 2018 and has held it in 15 quarters since.
  • Prime Capital Investment Advisors's Evergy position peaked at $855K in Q1 2025.
  • 667 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.