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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

EVRG holding history

Evergy, Inc. in every 13F filed by CX Institutional, 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)
3,728
Value
$322.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of EVRG by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,728$322.0K<0.1%+220+6.3%AddedHolders
Q1 20263,508$287.0K<0.1%+581+19.8%AddedHolders
Q4 20252,927$212.0K<0.1%+407+16.2%AddedHolders
Q3 20252,520$192.0K<0.1%+184+7.9%AddedHolders
Q2 20252,336$161.0K<0.1%−263−10.1%ReducedHolders
Q1 20252,599$179.0K<0.1%+2,599NewHolders
Q3 20220$00.0%−1,373−100.0%Sold outHolders
Q2 20221,373$90.0K<0.1%+1,373NewHolders
Q1 20220$00.0%−11,513−100.0%Sold outHolders
Q4 202111,513$790.0K0.1%+57+0.5%AddedHolders
Q3 202111,456$713.0K0.1%−9,733−45.9%ReducedHolders
Q2 202121,189$1.28M0.1%+560+2.7%AddedHolders
Q1 202120,629$1.23M0.1%––Holders

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