Nuveen
EPM icon

Nuveen’s Evolution Petroleum EPM Stock Holding History

Nuveen’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 		$228K Hold
61,999
– – ﹤0.01% 3594
2026
Q1 		$284K Hold
61,999
– – ﹤0.01% 3022
2025
Q4 		$219K Hold
61,999
– – ﹤0.01% 3118
2025
Q3 		$299K Hold
61,999
– – ﹤0.01% 3062
2025
Q2 		$291K Buy
61,999
+788
+1% +$3.57K ﹤0.01% 3066
2025
Q1 		$317K Hold
61,211
– – ﹤0.01% 3023
2024
Q4 		$320K Hold
61,211
– – ﹤0.01% 3113
2024
Q3 		$325K Hold
61,211
– – ﹤0.01% 3129
2024
Q2 		$323K Hold
61,211
– – ﹤0.01% 3135
2024
Q1 		$376K Hold
61,211
– – ﹤0.01% 3048
2023
Q4 		$356K Hold
61,211
– – ﹤0.01% 3107
2023
Q3 		$419K Sell
61,211
-55,880
-48% -$473K ﹤0.01% 2901
2023
Q2 		$945K Buy
+117,091
New +$866K ﹤0.01% 2685
2021
Q2 		– Sell
-176,732
Closed -$597K – 3416
2021
Q1 		$597K Buy
176,732
+50,478
+40% +$174K ﹤0.01% 3057
2020
Q4 		$360K Sell
126,254
-468
-0.4% -$1.19K ﹤0.01% 3108
2020
Q3 		$284K Sell
126,722
-5,467
-4% -$14.6K ﹤0.01% 3101
2020
Q2 		$370K Sell
132,189
-171,790
-57% -$461K ﹤0.01% 3000
2020
Q1 		$793K Sell
303,979
-84,145
-22% -$381K ﹤0.01% 2610
2019
Q4 		$2.12M Sell
388,124
-11,536
-3% -$63.5K ﹤0.01% 2398
2019
Q3 		$2.33M Sell
399,660
-80,791
-17% -$493K ﹤0.01% 2337
2019
Q2 		$3.44M Buy
+480,451
New +$3.24M ﹤0.01% 2179

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen's EPM Position: Q2 2026 in Review

Nuveen held its Evolution Petroleum (EPM) position steady in Q2 2026 at 61,999 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Nuveen first reported a position in EPM in Q2 2019 and has held it in 21 quarters since. The position peaked at $3.44M in Q2 2019. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Nuveen held 61,999 shares of Evolution Petroleum worth $228K as of Q2 2026.
  • Nuveen left its Evolution Petroleum share count unchanged in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3594 holding.
  • Nuveen first reported a position in Evolution Petroleum in Q2 2019 and has held it in 21 quarters since.
  • Nuveen's Evolution Petroleum position peaked at $3.44M in Q2 2019.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.