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Evergreen Capital Management’s NIO NIO Stock Holding History

Evergreen Capital Management’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,152
Closed -$56.9K – 1590
2025
Q4 		$56.9K Sell
11,152
-122
-1% -$753 ﹤0.01% 1393
2025
Q3 		$85.9K Buy
+11,274
New +$60.7K ﹤0.01% 1283

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Capital Management's NIO Position: Q1 2026 in Review

Evergreen Capital Management sold out of NIO (NIO) in Q1 2026, closing a stake of 11,152 shares — an estimated $56.9K sold.

Evergreen Capital Management first reported a position in NIO in Q3 2025 and held it in 2 quarters. The position peaked at $85.9K in Q3 2025. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Evergreen Capital Management reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 11,152 NIO shares in Q1 2026, an estimated $56.9K.
  • Evergreen Capital Management first reported a position in NIO in Q3 2025 and held it in 2 quarters.
  • Evergreen Capital Management's NIO position peaked at $85.9K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.