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Prosperity Consulting Group’s Evolution Petroleum EPM Stock Holding History

Prosperity Consulting Group’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 		– Sell
-23,240
Closed -$82.3K – 532
2025
Q4 		$82.3K Sell
23,240
-158
-0.7% -$667 ﹤0.01% 501
2025
Q3 		$113K Sell
23,398
-6,448
-22% -$32.1K 0.01% 489
2025
Q2 		$140K Sell
29,846
-2,077
-7% -$9.41K 0.01% 445
2025
Q1 		$165K Sell
31,923
-4,097
-11% -$21.4K 0.01% 453
2024
Q4 		$188K Buy
36,020
+12,638
+54% +$69.2K 0.01% 454
2024
Q3 		$124K Sell
23,382
-10,915
-32% -$57.6K 0.01% 453
2024
Q2 		$181K Sell
34,297
-19,134
-36% -$107K 0.02% 300
2024
Q1 		$328K Buy
+53,431
New +$307K 0.04% 266

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

Prosperity Consulting Group's EPM Position: Q1 2026 in Review

Prosperity Consulting Group sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 23,240 shares — an estimated $82.3K sold.

Prosperity Consulting Group first reported a position in EPM in Q1 2024 and held it in 8 quarters. The position peaked at $328K in Q1 2024. 121 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Prosperity Consulting Group reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • Prosperity Consulting Group sold 23,240 Evolution Petroleum shares in Q1 2026, an estimated $82.3K.
  • Prosperity Consulting Group first reported a position in Evolution Petroleum in Q1 2024 and held it in 8 quarters.
  • Prosperity Consulting Group's Evolution Petroleum position peaked at $328K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.