Rakuten Securities’s Evergy EVRG Stock Holding History

Rakuten Securities’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	$78	Hold	1	–	–	﹤0.01%	924
2026 Q2	$86	Hold	1	–	–	﹤0.01%	871
2026 Q1	$82	Sell	1 -30	-97%	-$2.37K	﹤0.01%	842
2025 Q4	$2.25K	Buy	31 +30	+3,000%	+$2.28K	﹤0.01%	608
2025 Q3	$76	Hold	1	–	–	﹤0.01%	878
2025 Q2	$69	Hold	1	–	–	﹤0.01%	812
2025 Q1	$69	Hold	1	–	–	﹤0.01%	803
2024 Q4	$62	Sell	1 -29	-97%	-$1.79K	﹤0.01%	748
2024 Q3	$1.86K	Sell	30 -27	-47%	-$1.57K	﹤0.01%	518
2024 Q2	$3.02K	Buy	57 +55	+2,750%	+$2.93K	﹤0.01%	443
2024 Q1	$107	Hold	2	–	–	﹤0.01%	677
2023 Q4	$104	Buy	+2	New	+$101	﹤0.01%	583

Other funds holding EVRG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Rakuten Securities's EVRG Position: Q3 2026 in Review

Rakuten Securities held its Evergy (EVRG) position steady in Q3 2026 at 1 share worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Rakuten Securities first reported a position in EVRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.02K in Q2 2024. 532 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

Rakuten Securities held 1 share of Evergy worth $78 as of Q3 2026.
Rakuten Securities left its Evergy share count unchanged in Q3 2026.
Evergy made up ﹤0.01% of Rakuten Securities's portfolio in Q3 2026, its #924 holding.
Rakuten Securities first reported a position in Evergy in Q4 2023 and has held it in 12 quarters since.
Rakuten Securities's Evergy position peaked at $3.02K in Q2 2024.
532 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Rakuten Securities's 13F filing for Q3 2026, filed 2 Nov 2026.