FRA
EVRG icon

Frank Rimerman Advisors’s Evergy EVRG Stock Holding History

Frank Rimerman Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Frank Rimerman Advisors's EVRG Position: Q2 2025 in Review

Frank Rimerman Advisors sold out of Evergy (EVRG) in Q2 2025, closing a stake of 3,124 shares — an estimated $215K sold.

Frank Rimerman Advisors first reported a position in EVRG in Q2 2024 and held it in 2 quarters. The position peaked at $1.19M in Q2 2024. 819 funds tracked by Wall St. Rank hold EVRG as of Q2 2025.

  • Frank Rimerman Advisors reported no remaining Evergy position as of Q2 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 3,124 Evergy shares in Q2 2025, an estimated $215K.
  • Frank Rimerman Advisors first reported a position in Evergy in Q2 2024 and held it in 2 quarters.
  • Frank Rimerman Advisors's Evergy position peaked at $1.19M in Q2 2024.
  • 819 funds tracked by Wall St. Rank held Evergy as of Q2 2025.

Based on Frank Rimerman Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.