SIR Capital Management’s EVgo EVGO Stock Holding History

SIR Capital Management’s Portfolio EVGO Stock Details EVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.3M	Hold	4,345,531	–	–	0.95%	37
2026 Q1	$7.47M	Hold	4,345,531	–	–	0.7%	45
2025 Q4	$12.6M	Buy	4,345,531 +234,500	+6%	+$852K	1.4%	26
2025 Q3	$19.4M	Sell	4,111,031 -223,365	-5%	-$866K	1.74%	19
2025 Q2	$15.8M	Buy	4,334,396 +36,951	+0.9%	+$127K	1.41%	20
2025 Q1	$11.4M	Buy	4,297,445 +763,800	+22%	+$2.37M	1%	37
2024 Q4	$14.3M	Buy	3,533,645 +2,704,662	+326%	+$17.2M	1.48%	27
2024 Q3	$3.43M	Sell	828,983 -129,617	-14%	-$495K	0.33%	54
2024 Q2	$2.35M	Buy	958,600 +416,800	+77%	+$854K	0.23%	69
2024 Q1	$1.36M	Buy	+541,800	New	+$1.41M	0.14%	62
2023 Q4	–	Sell	-1,726,930	Closed	-$5.84M	–	69
2023 Q3	$5.84M	Buy	1,726,930 +1,052,530	+156%	+$4.33M	0.69%	45
2023 Q2	$2.7M	Buy	+674,400	New	+$3.44M	0.3%	55
2021 Q3	–	Sell	-230,525	Closed	-$3.46M	–	74
2021 Q2	$3.46M	Sell	230,525 -33,272	-13%	-$425K	0.51%	43
2021 Q1	$3.61M	Sell	263,797 -36,203	-12%	-$555K	0.61%	41
2020 Q4	$3.21M	Buy	+300,000	New	+$3.1M	0.63%	41

Other funds holding EVGO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SIR Capital Management's EVGO Position: Q2 2026 in Review

SIR Capital Management held its EVgo (EVGO) position steady in Q2 2026 at 4,345,531 shares worth $8.3M. The position accounts for 0.95% of the portfolio, ranked #37.

SIR Capital Management first reported a position in EVGO in Q4 2020 and has held it in 15 quarters since. The position peaked at $19.4M in Q3 2025. 192 funds tracked by Wall St. Rank hold EVGO as of Q2 2026.

SIR Capital Management held 4,345,531 shares of EVgo worth $8.3M as of Q2 2026.
SIR Capital Management left its EVgo share count unchanged in Q2 2026.
EVgo made up 0.95% of SIR Capital Management's portfolio in Q2 2026, its #37 holding.
SIR Capital Management first reported a position in EVgo in Q4 2020 and has held it in 15 quarters since.
SIR Capital Management's EVgo position peaked at $19.4M in Q3 2025.
192 funds tracked by Wall St. Rank held EVgo as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.