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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return