EverSource Wealth Advisors’s EVgo EVGO Stock Holding History

EverSource Wealth Advisors’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
2026 Q2	$3.33K	Sell	1,744 -314	-15%	-$632	﹤0.01%	3483
2026 Q1	$3.54K	Buy	2,058 +1,388	+207%	+$3.71K	﹤0.01%	3420
2025 Q4	$1.95K	Sell	670 -9	-1%	-$33	﹤0.01%	3508
2025 Q3	$3.21K	Buy	679 +9	+1%	+$35	﹤0.01%	3339
2025 Q2	$2.44K	Buy	670 +153	+30%	+$524	﹤0.01%	3443
2025 Q1	$1.38K	Buy	517 +483	+1,421%	+$1.5K	﹤0.01%	3104
2024 Q4	$138	Buy	+34	New	+$216	﹤0.01%	3501
2023 Q1	–	Sell	-380	Closed	-$1.7K	–	2429
2022 Q4	$1.7K	Buy	+380	New	+$2.46K	﹤0.01%	1959

Other funds holding EVGO

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

SCM

SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

EverSource Wealth Advisors's EVGO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its EVgo (EVGO) stake by 15% in Q2 2026, selling an estimated $632 and leaving 1,744 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3483.

EverSource Wealth Advisors first reported a position in EVGO in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.54K in Q1 2026. 192 funds tracked by Wall St. Rank hold EVGO as of Q2 2026.

EverSource Wealth Advisors held 1,744 shares of EVgo worth $3.33K as of Q2 2026.
EverSource Wealth Advisors sold 314 EVgo shares in Q2 2026, an estimated $632.
EVgo made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3483 holding.
EverSource Wealth Advisors first reported a position in EVgo in Q4 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's EVgo position peaked at $3.54K in Q1 2026.
192 funds tracked by Wall St. Rank held EVgo as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.