Northwestern Mutual Wealth Management’s Evolution Petroleum EPM Stock Holding History

Northwestern Mutual Wealth Management’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 Q2	$3.71K	Hold	1,009	–	–	﹤0.01%	3489
2026 Q1	$4.62K	Hold	1,009	–	–	﹤0.01%	3343
2025 Q4	$3.57K	Hold	1,009	–	–	﹤0.01%	3320
2025 Q3	$4.86K	Hold	1,009	–	–	﹤0.01%	3154
2025 Q2	$4.74K	Hold	1,009	–	–	﹤0.01%	3039
2025 Q1	$5.23K	Hold	1,009	–	–	﹤0.01%	2941
2024 Q4	$5.28K	Hold	1,009	–	–	﹤0.01%	2940
2024 Q3	$5.36K	Hold	1,009	–	–	﹤0.01%	2872
2024 Q2	$5.32K	Hold	1,009	–	–	﹤0.01%	2848
2024 Q1	$6.2K	Hold	1,009	–	–	﹤0.01%	2781
2023 Q4	$5.86K	Hold	1,009	–	–	﹤0.01%	2814
2023 Q3	$6.9K	Hold	1,009	–	–	﹤0.01%	2655
2023 Q2	$8.14K	Hold	1,009	–	–	﹤0.01%	2635
2023 Q1	$6.37K	Hold	1,009	–	–	﹤0.01%	2668
2022 Q4	$7.62K	Hold	1,009	–	–	﹤0.01%	2597
2022 Q3	$7K	Hold	1,009	–	–	﹤0.01%	2576
2022 Q2	$6K	Hold	1,009	–	–	﹤0.01%	2662
2022 Q1	$7K	Hold	1,009	–	–	﹤0.01%	2628
2021 Q4	$5K	Hold	1,009	–	–	﹤0.01%	2779
2021 Q3	$6K	Hold	1,009	–	–	﹤0.01%	2610
2021 Q2	$5K	Hold	1,009	–	–	﹤0.01%	2636
2021 Q1	$3K	Buy	1,009 +9	+0.9%	+$31	﹤0.01%	2526
2020 Q4	$3K	Hold	1,000	–	–	﹤0.01%	2457
2020 Q3	$2K	Hold	1,000	–	–	﹤0.01%	2338
2020 Q2	$3K	Hold	1,000	–	–	﹤0.01%	2151
2020 Q1	$3K	Hold	1,000	–	–	﹤0.01%	2166
2019 Q4	$5K	Hold	1,000	–	–	﹤0.01%	2063
2019 Q3	$6K	Hold	1,000	–	–	﹤0.01%	2037
2019 Q2	$7K	Hold	1,000	–	–	﹤0.01%	2041
2019 Q1	$7K	Hold	1,000	–	–	﹤0.01%	2043
2018 Q4	$7K	Hold	1,000	–	–	﹤0.01%	1931
2018 Q3	$11K	Hold	1,000	–	–	﹤0.01%	1893
2018 Q2	$10K	Hold	1,000	–	–	﹤0.01%	1830
2018 Q1	$8K	Hold	1,000	–	–	﹤0.01%	1806
2017 Q4	$7K	Buy	+1,000	New	+$7.03K	﹤0.01%	1846

Other funds holding EPM

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

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's EPM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Evolution Petroleum (EPM) position steady in Q2 2026 at 1,009 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

Northwestern Mutual Wealth Management first reported a position in EPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $11K in Q3 2018. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

Northwestern Mutual Wealth Management held 1,009 shares of Evolution Petroleum worth $3.71K as of Q2 2026.
Northwestern Mutual Wealth Management left its Evolution Petroleum share count unchanged in Q2 2026.
Evolution Petroleum made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3489 holding.
Northwestern Mutual Wealth Management first reported a position in Evolution Petroleum in Q4 2017 and has held it in 35 quarters since.
Northwestern Mutual Wealth Management's Evolution Petroleum position peaked at $11K in Q3 2018.
117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.