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Evergy shares owned by Optima Capital

Quarter-by-quarter ownership of Evergy (EVRG) shares owned by Optima Capital from 13F filings

Historical chart of Optima Capital investment in Evergy

Tip: Access up to 7 years of quarterly data

All positions including Evergy held by Optima Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evergy by Optima Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $121k 1.7k 72.44

More positions owned by Optima Capital

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Msci Usa Quality (GARP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Optima Capital

Top funds holding Evergy

Vanguard Group
BlackRock
State Street Corporation
FMR
Invesco
Geode Capital Management
Franklin Resources
Federated Investors
Jpmorgan Chase & Co
Nuveen
American Century Companies
Bluescape Energy Partners
Bank of New York Mellon
Northern Trust
Magellan Asset Management

View all funds holding Evergy