Skip to main content
Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVRG overviewAll 13F holders of EVRGFull Q2 2026 holdings

Shares (Q2 2026)
123,696
Value
$10.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EVRG by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026123,696$10.7M<0.1%−2,059−1.6%ReducedHolders
Q1 2026125,755$10.3M<0.1%−39,913−24.1%ReducedHolders
Q4 2025165,668$12.0M<0.1%−407,591−71.1%ReducedHolders
Q3 2025573,259$43.6M0.1%−2,695−0.5%ReducedHolders
Q2 2025575,954$39.7M0.1%−564,006−49.5%ReducedHolders
Q1 20251,139,960$78.6M0.2%+26,422+2.4%AddedHolders
Q4 20241,113,538$68.5M0.2%+447,558+67.2%AddedHolders
Q3 2024665,980$41.3M0.1%+24,012+3.7%AddedHolders
Q2 2024641,968$34.0M0.1%+33,106+5.4%AddedHolders
Q1 2024608,862$32.5M0.1%+115,659+23.5%AddedHolders
Q4 2023493,203$25.7M0.1%−100,654−16.9%ReducedHolders
Q3 2023593,857$30.1M0.1%+21,290+3.7%AddedHolders
Q2 2023572,567$33.4M0.1%+45,509+8.6%AddedHolders
Q1 2023527,058$32.2M0.1%−118,535−18.4%ReducedHolders
Q4 2022645,593$40.6M0.2%+204,579+46.4%AddedHolders
Q3 2022441,014$26.2M0.2%+133,555+43.4%AddedHolders
Q2 2022307,459$20.1M0.1%+62,829+25.7%AddedHolders
Q1 2022244,630$16.7M0.1%+36,059+17.3%AddedHolders
Q4 2021208,571$14.3M0.1%+13,193+6.8%AddedHolders
Q3 2021195,378$12.2M0.1%+25,955+15.3%AddedHolders
Q2 2021169,423$10.2M0.1%+15,077+9.8%AddedHolders
Q1 2021154,346$9.19M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.