Valeo Financial Advisors, LLC
CIK
0001722641
City
INDIANAPOLIS
State / Country
IN
Holdings in NXG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $431,977 | 8,554 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $417,007 | 8,554 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $808,110 | 16,069 | Shares | Sole | 2025-09-12 |
| 2025-03-31 | $463,066 | 9,842 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $450,665 | 9,842 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $293,961 | 7,041 | Shares | Sole | 2024-10-10 |