Frank Rimerman Advisors
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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
2026
Q3 		– Sell
-2,826
Closed -$244K – 616
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Frank Rimerman Advisors's EVRG Position: Q3 2026 in Review

Frank Rimerman Advisors sold out of Evergy (EVRG) in Q3 2026, closing a stake of 2,826 shares — an estimated $244K sold.

Frank Rimerman Advisors first reported a position in EVRG in Q2 2024 and held it in 3 quarters. The position peaked at $1.19M in Q2 2024. 754 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Frank Rimerman Advisors reported no remaining Evergy position as of Q3 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 2,826 Evergy shares in Q3 2026, an estimated $244K.
  • Frank Rimerman Advisors first reported a position in Evergy in Q2 2024 and held it in 3 quarters.
  • Frank Rimerman Advisors's Evergy position peaked at $1.19M in Q2 2024.
  • 754 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.