Frank Rimerman Advisors’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$244K Buy
+2,826
New +$234K 0.01% 558
2025
Q2
Sell
-3,124
Closed -$215K 577
2025
Q1
$215K Buy
+3,124
New +$204K 0.02% 483
2024
Q3
Sell
-22,498
Closed -$1.19M 537
2024
Q2
$1.19M Buy
+22,498
New +$1.2M 0.08% 187

Other funds holding EVRG

Frank Rimerman Advisors's EVRG Position: Q2 2026 in Review

Frank Rimerman Advisors opened a new position in Evergy (EVRG) in Q2 2026: 2,826 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in EVRG as recently as Q1 2025.

Frank Rimerman Advisors first reported a position in EVRG in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.19M in Q2 2024. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Frank Rimerman Advisors held 2,826 shares of Evergy worth $244K as of Q2 2026.
  • Evergy was a new Frank Rimerman Advisors position in Q2 2026.
  • Evergy made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #558 holding.
  • Frank Rimerman Advisors first reported a position in Evergy in Q2 2024 and has held it in 3 quarters since.
  • Frank Rimerman Advisors's Evergy position peaked at $1.19M in Q2 2024.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.