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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by Capital Analysts, LLC, 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)
170
Value
$15.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EVRG by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026170$15.0K<0.1%−14−7.6%ReducedHolders
Q1 2026184$15.0K<0.1%+14+8.2%AddedHolders
Q4 2025170$12.0K<0.1%00.0%UnchangedHolders
Q3 2025170$12.0K<0.1%+2+1.2%AddedHolders
Q2 2025168$11.0K<0.1%+2+1.2%AddedHolders
Q1 2025166$11.0K<0.1%+148+822.2%AddedHolders
Q4 202418$1.00K<0.1%−69−79.3%ReducedHolders
Q3 202487$5.00K<0.1%00.0%UnchangedHolders
Q2 202487$5.00K<0.1%+13+17.6%AddedHolders
Q1 202474$4.00K<0.1%+1+1.4%AddedHolders
Q4 202373$4.00K<0.1%−87−54.4%ReducedHolders
Q3 2023160$8.00K<0.1%+87+119.2%AddedHolders
Q2 202373$4.00K<0.1%00.0%UnchangedHolders
Q1 202373$4.00K<0.1%−129−63.9%ReducedHolders
Q4 2022202$13.0K<0.1%+99+96.1%AddedHolders
Q3 2022103$6.00K<0.1%+31+43.1%AddedHolders
Q2 202272$5.00K<0.1%−1−1.4%ReducedHolders
Q1 202273$5.00K<0.1%00.0%UnchangedHolders
Q4 202173$5.00K<0.1%00.0%UnchangedHolders
Q3 202173$5.00K<0.1%00.0%UnchangedHolders
Q2 202173$4.00K<0.1%00.0%UnchangedHolders
Q1 202173$4.00K<0.1%––Holders

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