NFG
EVGO icon

Next Financial Group’s EVgo EVGO Stock Holding History

Next Financial Group’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
2021
Q4 		$453K Sell
45,562
-9,725
-18% -$106K 0.03% 588
2021
Q3 		$451K Buy
55,287
+36,130
+189% +$364K 0.04% 505
2021
Q2 		$288K Buy
+19,157
New +$245K 0.02% 701

Other funds holding EVGO

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's EVGO Position: Q4 2021 in Review

Next Financial Group reduced its EVgo (EVGO) stake by 18% in Q4 2021, selling an estimated $106K and leaving 45,562 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #588.

Next Financial Group first reported a position in EVGO in Q2 2021 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold EVGO as of Q4 2021.

  • Next Financial Group held 45,562 shares of EVgo worth $453K as of Q4 2021.
  • Next Financial Group sold 9,725 EVgo shares in Q4 2021, an estimated $106K.
  • EVgo made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #588 holding.
  • Next Financial Group first reported a position in EVgo in Q2 2021 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held EVgo as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.