Tortoise Investment Management’s NIO NIO Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-86	Closed	-$655	–	1012
2025 Q3	$655	Hold	86	–	–	﹤0.01%	1128
2025 Q2	$295	Hold	86	–	–	﹤0.01%	1168
2025 Q1	$328	Hold	86	–	–	﹤0.01%	789
2024 Q4	$375	Hold	86	–	–	﹤0.01%	836
2024 Q3	$574	Hold	86	–	–	﹤0.01%	837
2024 Q2	$358	Hold	86	–	–	﹤0.01%	850
2024 Q1	$387	Hold	86	–	–	﹤0.01%	832
2023 Q4	$780	Hold	86	–	–	﹤0.01%	747
2023 Q3	$777	Hold	86	–	–	﹤0.01%	750
2023 Q2	$833	Hold	86	–	–	﹤0.01%	734
2023 Q1	$904	Buy	+86	New	+$879	﹤0.01%	728

Other funds holding NIO

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

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

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return