Potomac Fund Management’s Evergy EVRG Stock Holding History

Potomac Fund 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	$685K	Buy	8,364 +353	+4%	+$27.9K	0.02%	63
2025 Q4	$581K	Buy	8,011 +1	+0%	+$76	0.02%	78
2025 Q3	$609K	Sell	8,010 -9	-0.1%	-$641	0.03%	69
2025 Q2	$546K	Buy	8,019 +169	+2%	+$11.4K	0.03%	67
2025 Q1	$526K	Buy	7,850 +642	+9%	+$42K	0.23%	47
2024 Q4	$444K	Buy	+7,208	New	+$446K	0.03%	73

Other funds holding EVRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Potomac Fund Management's EVRG Position: Q1 2026 in Review

Potomac Fund Management increased its Evergy (EVRG) stake by 4.4% in Q1 2026, buying an estimated $27.9K and bringing the position to 8,364 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #63.

Potomac Fund Management first reported a position in EVRG in Q4 2024 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

Potomac Fund Management held 8,364 shares of Evergy worth $685K as of Q1 2026.
Potomac Fund Management bought 353 Evergy shares in Q1 2026, an estimated $27.9K.
Evergy made up 0.02% of Potomac Fund Management's portfolio in Q1 2026, its #63 holding.
Potomac Fund Management first reported a position in Evergy in Q4 2024 and has held it in 6 quarters since.
917 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.