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Avantax Planning Partners’s Nextpower Inc NXT Stock Holding History

Avantax Planning Partners’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 		$302K Hold
2,539
– – 0.01% 365
2026
Q1 		$306K Hold
2,539
– – 0.01% 349
2025
Q4 		$221K Buy
+2,539
New +$230K 0.01% 404

Other funds holding NXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Avantax Planning Partners's NXT Position: Q2 2026 in Review

Avantax Planning Partners held its Nextpower Inc (NXT) position steady in Q2 2026 at 2,539 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #365.

Avantax Planning Partners first reported a position in NXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $306K in Q1 2026. 719 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

  • Avantax Planning Partners held 2,539 shares of Nextpower Inc worth $302K as of Q2 2026.
  • Avantax Planning Partners left its Nextpower Inc share count unchanged in Q2 2026.
  • Nextpower Inc made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #365 holding.
  • Avantax Planning Partners first reported a position in Nextpower Inc in Q4 2025 and has held it in 3 quarters since.
  • Avantax Planning Partners's Nextpower Inc position peaked at $306K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.