NXG Investment Management’s NIO NIO Stock Holding History

NXG Investment 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
2023 Q1	–	Sell	-31,789	Closed	-$310K	–	79
2022 Q4	$310K	Buy	31,789 +4,296	+16%	+$49.5K	0.03%	72
2022 Q3	$434K	Sell	27,493 -12,819	-32%	-$254K	0.04%	67
2022 Q2	$876K	Buy	40,312 +5,658	+16%	+$104K	0.09%	56
2022 Q1	$729K	Sell	34,654 -1,144	-3%	-$26.9K	0.07%	68
2021 Q4	$1.13M	Buy	35,798 +12,863	+56%	+$473K	0.11%	67
2021 Q3	$817K	Buy	22,935 +8,412	+58%	+$346K	0.08%	80
2021 Q2	$773K	Buy	14,523 +600	+4%	+$24K	0.07%	94
2021 Q1	$543K	Sell	13,923 -1,512	-10%	-$77.1K	0.06%	96
2020 Q4	$752K	Buy	15,435 +250	+2%	+$9.67K	0.08%	100
2020 Q3	$322K	Buy	15,185 +1,861	+14%	+$28.7K	0.05%	92
2020 Q2	$103K	Buy	+13,324	New	+$58.6K	0.01%	133

Other funds holding NIO

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return