Position in NIO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$186,987
+$76,422 QoQ
Shares Held
36,954
+251.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#151
of 416 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Sowell Financial Services LLC holds $22,745,304 across 8 Auto Manufacturers names. NIO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
32,746 | $13,772,967 | |
| 2 | F |
Ford Motor Co
|
415,366 | $5,773,587 | |
| 3 | GM |
General Motors Co
|
22,839 | $1,760,430 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
33,183 | $575,725 | |
| 5 | TM |
Toyota Motor Corp/
|
2,243 | $377,766 | |
| 6 | NIO |
NIO Inc.
This page
|
36,954 | $186,987 | |
| 7 | STLA |
Stellantis N.V.
|
25,971 | $149,073 | |
| 8 | LI |
Li Auto Inc.
|
12,672 | $148,769 |
All Filings in NIO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,987 | 36,954 | Shares | Sole | 2026-07-20 | |
| 2023-03-31 | $110,565 | 10,520 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $389,600 | 12,298 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $450,933 | 12,656 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $667,553 | 12,548 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $593,158 | 15,217 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,077,105 | 22,099 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $379,477 | 17,883 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $37,789 | 4,895 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,039 | 374 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||