Atala Financial’s Nextpower Inc. Common Stock NXT Stock Holding History

Atala Financial’s Portfolio NXT Stock Details NXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.86M	Sell	24,037 -700	-3%	-$86.4K	1.74%	17
2026 Q1	$3.05M	Sell	24,737 -3,219	-12%	-$357K	2.05%	12
2025 Q4	$2.44M	Sell	27,956 -973	-3%	-$88.2K	1.55%	21
2025 Q3	$2.14M	Buy	28,929 +1,202	+4%	+$77.4K	1.34%	22
2025 Q2	$1.51M	Buy	27,727 +1,356	+5%	+$68K	1.04%	32
2025 Q1	$1.11M	Sell	26,371 -1,041	-4%	-$46.3K	0.81%	37
2024 Q4	$1M	Buy	+27,412	New	+$1M	0.7%	42

Other funds holding NXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Atala Financial's NXT Position: Q2 2026 in Review

Atala Financial reduced its Nextpower Inc. Common Stock (NXT) stake by 2.8% in Q2 2026, selling an estimated $86.4K and leaving 24,037 shares worth $2.86M. The position accounts for 1.74% of the portfolio, ranked #17.

Atala Financial first reported a position in NXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.05M in Q1 2026. 724 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

Atala Financial held 24,037 shares of Nextpower Inc. Common Stock worth $2.86M as of Q2 2026.
Atala Financial sold 700 Nextpower Inc. Common Stock shares in Q2 2026, an estimated $86.4K.
Nextpower Inc. Common Stock made up 1.74% of Atala Financial's portfolio in Q2 2026, its #17 holding.
Atala Financial first reported a position in Nextpower Inc. Common Stock in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Nextpower Inc. Common Stock position peaked at $3.05M in Q1 2026.
724 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.