Position in EVRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$244,251
+$28,852 QoQ
Shares Held
2,826
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#641
of 935 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Frank, Rimerman Advisors LLC holds $16,063,682 across 19 Utilities - Regulated Electric names. EVRG ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,339 | $2,520,905 | |
| 2 | NEE |
Nextera Energy Inc
|
19,720 | $1,730,824 | |
| 3 | AEP |
American Electric Power Co Inc
|
11,696 | $1,600,129 | |
| 4 | DUK |
Duke Energy CORP
|
12,333 | $1,561,111 | |
| 5 | D |
Dominion Energy, Inc
|
20,072 | $1,370,716 | |
| 6 | EIX |
Edison International
|
16,977 | $1,263,937 | |
| 7 | EXC |
Exelon Corp
|
24,033 | $1,120,418 | |
| 8 | ED |
Consolidated Edison Inc
|
8,491 | $939,359 |
All Filings in EVRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,251 | 2,826 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $215,399 | 3,124 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $1,191,719 | 22,498 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||