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NKLA

NewEdge Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

NewEdge Advisors’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
-84
Closed -$101 – 4139
2024
Q4 		$101 Sell
84
-7
-8% -$20 ﹤0.01% 3779
2024
Q3 		$417 Buy
91
+2
+2% +$15 ﹤0.01% 3625
2024
Q2 		$729 Sell
89
-8
-8% -$143 ﹤0.01% 3519
2024
Q1 		$3.03K Sell
97
-12
-11% -$258 ﹤0.01% 3288
2023
Q4 		$2.85K Hold
109
– – ﹤0.01% 3272
2023
Q3 		$5.12K Buy
109
+30
+38% +$1.56K ﹤0.01% 2804
2023
Q2 		$3.26K Buy
79
+7
+10% +$193 ﹤0.01% 2950
2023
Q1 		$2.62K Sell
72
-18
-20% -$1.18K ﹤0.01% 2972
2022
Q4 		$3.24K Buy
+90
New +$7.52K ﹤0.01% 2720

Other funds holding NKLA

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Kovitz Investment Group Partners
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
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

NewEdge Advisors's NKLA Position: Q1 2025 in Review

NewEdge Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 84 shares — an estimated $101 sold.

NewEdge Advisors first reported a position in NKLA in Q4 2022 and held it in 9 quarters. The position peaked at $5.12K in Q3 2023. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • NewEdge Advisors reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 84 Nikola Corporation Common Stock shares in Q1 2025, an estimated $101.
  • NewEdge Advisors first reported a position in Nikola Corporation Common Stock in Q4 2022 and held it in 9 quarters.
  • NewEdge Advisors's Nikola Corporation Common Stock position peaked at $5.12K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.