Fox Run Management’s Evergy EVRG Stock Holding History

Fox Run Management’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 Q1	–	Sell	-15,884	Closed	-$1.15M	–	991
2025 Q4	$1.15M	Buy	+15,884	New	+$1.21M	0.18%	152
2024 Q4	–	Sell	-12,236	Closed	-$759K	–	960
2024 Q3	$759K	Buy	+12,236	New	+$712K	0.17%	211
2022 Q3	–	Sell	-3,816	Closed	-$249K	–	677
2022 Q2	$249K	Buy	+3,816	New	+$259K	0.12%	360
2021 Q1	–	Sell	-6,367	Closed	-$353K	–	244
2020 Q4	$353K	Buy	+6,367	New	+$349K	0.71%	29
2019 Q3	–	Sell	-3,568	Closed	-$215K	–	424
2019 Q2	$215K	Buy	+3,568	New	+$209K	0.14%	345
2019 Q1	–	Sell	-7,136	Closed	-$405K	–	531
2018 Q4	$405K	Sell	7,136 -1,407	-16%	-$81.2K	0.21%	178
2018 Q3	$469K	Buy	+8,543	New	+$483K	0.2%	200

Other funds holding EVRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fox Run Management's EVRG Position: Q1 2026 in Review

Fox Run Management sold out of Evergy (EVRG) in Q1 2026, closing a stake of 15,884 shares — an estimated $1.15M sold.

Fox Run Management first reported a position in EVRG in Q3 2018 and held it in 7 quarters. The position peaked at $1.15M in Q4 2025. 922 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Fox Run Management reported no remaining Evergy position as of Q1 2026 after selling out during the quarter.
Fox Run Management sold 15,884 Evergy shares in Q1 2026, an estimated $1.15M.
Fox Run Management first reported a position in Evergy in Q3 2018 and held it in 7 quarters.
Fox Run Management's Evergy position peaked at $1.15M in Q4 2025.
922 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.