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CAPTRUST FINANCIAL ADVISORS: EVRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on EVRG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 123,696 EVRG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,696 shares
    Change vs previous 13F -2,059 shares

    0.02% of the 13F portfolio, value $10,691,088.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 125,755 shares
    Change vs previous 13F -39,913 shares

    0.02% of the 13F portfolio, value $10,301,592.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,668 shares
    Change vs previous 13F -407,591 shares

    0.02% of the 13F portfolio, value $12,009,291.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 573,259 shares
    Change vs previous 13F -2,695 shares

    0.09% of the 13F portfolio, value $43,579,152.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 575,954 shares
    Change vs previous 13F -564,006 shares

    0.09% of the 13F portfolio, value $39,700,488.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,139,960 shares
    Change vs previous 13F +26,422 shares

    0.2% of the 13F portfolio, value $78,600,273.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,113,538 shares
    Change vs previous 13F +447,558 shares

    0.2% of the 13F portfolio, value $68,538,263.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 665,980 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $41,297,445.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).