Position in EVRG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$294,380
+$13,395 QoQ
Shares Held
3,406
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#612
of 935 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Investment Management, Inc. holds $547,230 across 2 Utilities - Regulated Electric names. EVRG ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
This page
|
3,406 | $294,380 | |
| 2 | PPL |
PPL Corp
|
6,956 | $252,850 |
All Filings in EVRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,380 | 3,406 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $280,985 | 3,430 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $855,382 | 11,800 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||