McIlrath & Eck’s Nikola Corporation Common Stock NKLA Stock Holding History

McIlrath & Eck’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1	Closed	-$1	–	1016
2024 Q4	$1	Hold	1	–	–	﹤0.01%	973
2024 Q3	$5	Hold	1	–	–	﹤0.01%	975
2024 Q2	$8	Hold	1	–	–	﹤0.01%	948
2024 Q1	$42	Hold	1	–	–	﹤0.01%	931
2023 Q4	$35	Hold	1	–	–	﹤0.01%	920
2023 Q3	$63	Hold	1	–	–	﹤0.01%	875
2023 Q2	$55	Hold	1	–	–	﹤0.01%	884
2023 Q1	$48	Hold	1	–	–	﹤0.01%	917
2022 Q4	$86	Hold	1	–	–	﹤0.01%	866
2022 Q3	$0	Hold	1	–	–	﹤0.01%	910
2022 Q2	$0	Sell	1 -2	-67%	-$409	﹤0.01%	885
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	796
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	785
2021 Q3	$1K	Sell	3 -3	-50%	-$1.05K	﹤0.01%	790
2021 Q2	$3K	Hold	6	–	–	﹤0.01%	705
2021 Q1	$3K	Hold	6	–	–	﹤0.01%	675
2020 Q4	$3K	Buy	6 +4	+200%	+$2.49K	﹤0.01%	610
2020 Q3	$1K	Buy	+2	New	+$2.33K	﹤0.01%	656

Other funds holding NKLA

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

McIlrath & Eck's NKLA Position: Q1 2025 in Review

McIlrath & Eck sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 1 share — an estimated $1 sold.

McIlrath & Eck first reported a position in NKLA in Q3 2020 and held it in 18 quarters. The position peaked at $3K in Q2 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

McIlrath & Eck reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
McIlrath & Eck sold 1 Nikola Corporation Common Stock share in Q1 2025, an estimated $1.
McIlrath & Eck first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 18 quarters.
McIlrath & Eck's Nikola Corporation Common Stock position peaked at $3K in Q2 2021.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on McIlrath & Eck's 13F filing for Q1 2025, filed 16 May 2025.