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 $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Tortoise Investment Management's NIO Position: Q4 2025 in Review

Tortoise Investment Management sold out of NIO (NIO) in Q4 2025, closing a stake of 86 shares — an estimated $655 sold.

Tortoise Investment Management first reported a position in NIO in Q1 2023 and held it in 11 quarters. The position peaked at $904 in Q1 2023. 436 funds tracked by Wall St. Rank hold NIO as of Q4 2025.

Tortoise Investment Management reported no remaining NIO position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 86 NIO shares in Q4 2025, an estimated $655.
Tortoise Investment Management first reported a position in NIO in Q1 2023 and held it in 11 quarters.
Tortoise Investment Management's NIO position peaked at $904 in Q1 2023.
436 funds tracked by Wall St. Rank held NIO as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.