Creative Planning’s EVgo EVGO Stock Holding History

Creative Planning’s Portfolio EVGO Stock Details EVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-600	Closed	-$28	–	2862
2023 Q3	$28	Hold	600	–	–	﹤0.01%	2893
2023 Q2	$16	Buy	+600	New	+$3.06K	﹤0.01%	2641

Other funds holding EVGO

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

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

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's EVGO Position: Q1 2026 in Review

Creative Planning reduced its EVgo (EVGO) stake by 70% in Q1 2026, selling an estimated $139K and leaving 22,328 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4011.

Creative Planning first reported a position in EVGO in Q1 2022 and has held it in 17 quarters since. The position peaked at $712K in Q1 2022. 190 funds tracked by Wall St. Rank hold EVGO as of Q1 2026.

Creative Planning held 22,328 shares of EVgo worth $38.4K as of Q1 2026.
Creative Planning sold 52,166 EVgo shares in Q1 2026, an estimated $139K.
EVgo made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4011 holding.
Creative Planning first reported a position in EVgo in Q1 2022 and has held it in 17 quarters since.
Creative Planning's EVgo position peaked at $712K in Q1 2022.
190 funds tracked by Wall St. Rank held EVgo as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.