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Beacon Investment Advisory Services’s NextDecade NEXT Stock Holding History

Beacon Investment Advisory Services’s Portfolio NEXT Stock Details NEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.7K Hold
2,000
– – ﹤0.01% 605
2026
Q2 		$15.1K Hold
2,000
– – ﹤0.01% 585
2026
Q1 		$15.3K Buy
+2,000
New +$11.4K ﹤0.01% 587

Other funds holding NEXT

SA
SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return

Beacon Investment Advisory Services's NEXT Position: Q3 2026 in Review

Beacon Investment Advisory Services held its NextDecade (NEXT) position steady in Q3 2026 at 2,000 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Beacon Investment Advisory Services first reported a position in NEXT in Q1 2026 and has held it in 3 quarters since. The position peaked at $15.3K in Q1 2026. 12 funds tracked by Wall St. Rank hold NEXT as of Q3 2026.

  • Beacon Investment Advisory Services held 2,000 shares of NextDecade worth $12.7K as of Q3 2026.
  • Beacon Investment Advisory Services left its NextDecade share count unchanged in Q3 2026.
  • NextDecade made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #605 holding.
  • Beacon Investment Advisory Services first reported a position in NextDecade in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's NextDecade position peaked at $15.3K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held NextDecade as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.