NXG Investment Management’s Verizon VZ Stock Holding History

NXG Investment Management’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-105,000	Closed	-$4.2M	–	68
2024 Q4	$4.2M	Sell	105,000 -5,000	-5%	-$211K	0.28%	41
2024 Q3	$4.94M	Buy	110,000 +48,000	+77%	+$2M	0.36%	34
2024 Q2	$2.56M	Buy	62,000 +27,000	+77%	+$1.09M	0.2%	38
2024 Q1	$1.47M	Buy	+35,000	New	+$1.41M	0.12%	45

Other funds holding VZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NXG Investment Management's VZ Position: Q1 2025 in Review

NXG Investment Management sold out of Verizon (VZ) in Q1 2025, closing a stake of 105,000 shares — an estimated $4.2M sold.

NXG Investment Management first reported a position in VZ in Q1 2024 and held it in 4 quarters. The position peaked at $4.94M in Q3 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

NXG Investment Management reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
NXG Investment Management sold 105,000 Verizon shares in Q1 2025, an estimated $4.2M.
NXG Investment Management first reported a position in Verizon in Q1 2024 and held it in 4 quarters.
NXG Investment Management's Verizon position peaked at $4.94M in Q3 2024.
3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on NXG Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.