Potomac Fund Management
EVRG icon

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
Q3 		$722K Buy
9,205
+785
+9% +$65.1K 0.01% 65
2026
Q2 		$728K Buy
8,420
+56
+0.7% +$4.64K 0.02% 66
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
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

Potomac Fund Management's EVRG Position: Q3 2026 in Review

Potomac Fund Management increased its Evergy (EVRG) stake by 9.3% in Q3 2026, buying an estimated $65.1K and bringing the position to 9,205 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #65.

Potomac Fund Management first reported a position in EVRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $728K in Q2 2026. 754 funds tracked by Wall St. Rank hold EVRG as of Q3 2026.

  • Potomac Fund Management held 9,205 shares of Evergy worth $722K as of Q3 2026.
  • Potomac Fund Management bought 785 Evergy shares in Q3 2026, an estimated $65.1K.
  • Evergy made up 0.01% of Potomac Fund Management's portfolio in Q3 2026, its #65 holding.
  • Potomac Fund Management first reported a position in Evergy in Q4 2024 and has held it in 8 quarters since.
  • Potomac Fund Management's Evergy position peaked at $728K in Q2 2026.
  • 754 funds tracked by Wall St. Rank held Evergy as of Q3 2026.

Based on Potomac Fund Management's 13F filing for Q3 2026, filed 13 Nov 2026.