Nisa Investment Advisors
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Nisa Investment Advisors’s Evolution Petroleum EPM Stock Holding History

Nisa Investment Advisors’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23 Buy
+5
New +$21 ﹤0.01% 3031
2025
Q4 		– Sell
-152
Closed -$733 – 3000
2025
Q3 		$733 Buy
+152
New +$758 ﹤0.01% 2793
2025
Q2 		– Sell
-343
Closed -$1.78K – 3054
2025
Q1 		$1.78K Sell
343
-110
-24% -$574 ﹤0.01% 2499
2024
Q4 		$2.37K Hold
453
– – ﹤0.01% 2442
2024
Q3 		$2.4K Buy
453
+322
+246% +$1.7K ﹤0.01% 2360
2024
Q2 		$690 Buy
+131
New +$735 ﹤0.01% 2609
2020
Q1 		– Sell
-1,260
Closed -$7K – 2086
2019
Q4 		$7K Hold
1,260
– – ﹤0.01% 1888
2019
Q3 		$7K Hold
1,260
– – ﹤0.01% 1848
2019
Q2 		$9K Hold
1,260
– – ﹤0.01% 1775
2019
Q1 		$9K Sell
1,260
-10,600
-89% -$77.2K ﹤0.01% 1781
2018
Q4 		$81K Buy
11,860
+10,600
+841% +$99.3K ﹤0.01% 1387
2018
Q3 		$14K Hold
1,260
– – ﹤0.01% 1619
2018
Q2 		$12K Hold
1,260
– – ﹤0.01% 1672
2018
Q1 		$10K Sell
1,260
-500
-28% -$3.88K ﹤0.01% 1651
2017
Q4 		$12K Buy
1,760
+700
+66% +$4.92K ﹤0.01% 1694
2017
Q3 		$8K Hold
1,060
– – ﹤0.01% 1775
2017
Q2 		$9K Sell
1,060
-4,700
-82% -$36.7K ﹤0.01% 1744
2017
Q1 		$46K Sell
5,760
-940
-14% -$8.02K ﹤0.01% 1442
2016
Q4 		$67K Buy
6,700
+5,700
+570% +$47.8K ﹤0.01% 1393
2016
Q3 		$6K Buy
+1,000
New +$5.72K ﹤0.01% 1829

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nisa Investment Advisors's EPM Position: Q1 2026 in Review

Nisa Investment Advisors opened a new position in Evolution Petroleum (EPM) in Q1 2026: 5 shares worth $23. The stake represents ﹤0.01% of the portfolio and ranks #3031 among its holdings. This is a return to the name: Nisa Investment Advisors previously reported a position in EPM as recently as Q3 2025.

Nisa Investment Advisors first reported a position in EPM in Q3 2016 and has held it in 20 quarters since. The position peaked at $81K in Q4 2018. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Nisa Investment Advisors held 5 shares of Evolution Petroleum worth $23 as of Q1 2026.
  • Evolution Petroleum was a new Nisa Investment Advisors position in Q1 2026.
  • Evolution Petroleum made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #3031 holding.
  • Nisa Investment Advisors first reported a position in Evolution Petroleum in Q3 2016 and has held it in 20 quarters since.
  • Nisa Investment Advisors's Evolution Petroleum position peaked at $81K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.