PKO Investment Management Joint-Stock Co NIO NIO INC

Ownership history in PKO Investment Management Joint-Stock Co  ·  4 quarters on record

AI Ownership Summary

PKO Investment Management Joint-Stock Co reported NIO INC (NIO) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows NIO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PKO Investment Management Joint-Stock Co's position in NIO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NIO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PKO Investment Management Joint-Stock Co held NIO — position size vs. price
% of Fund (quarterly)    NIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 60,000 0% 0.02% $304K 2026-07-20 $4.81
2026 Q1 UNCHANGED 60,000 0% 0.03% $362K 2026-04-17 $6.83
2025 Q4 REDUCED 40.0% +18.2% 60,000 -40,000 -40.0% 0.02% $306K 2026-02-02 $4.52
2024 Q4 INITIATED 100,000 0.14% $975K 2025-03-13 $4.73

FAQ About PKO Investment Management Joint-Stock Co and NIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has PKO Investment Management Joint-Stock Co reported owning NIO?

PKO Investment Management Joint-Stock Co reported NIO across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NIO position in PKO Investment Management Joint-Stock Co's portfolio?

The largest reported portfolio weight for NIO was 0.14% in 2024 Q4.

What is the latest reported NIO position on this page?

The most recent filing on this page is 2026 Q2, when PKO Investment Management Joint-Stock Co reported 60,000 shares, equal to 0.02% of portfolio, with an estimated market value of $304K.

What does the chart on this NIO ownership page compare?

The chart compares PKO Investment Management Joint-Stock Co's quarterly NIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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