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Bogart Wealth LLC’s NextDecade NEXT Stock Holding History

Bogart Wealth LLC’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
Q2 		$22.6K Sell
3,000
-2,000
-40% -$15.8K ﹤0.01% 764
2026
Q1 		$38.3K Hold
5,000
– – ﹤0.01% 567
2025
Q4 		$26.4K Buy
5,000
+1,000
+25% +$5.96K ﹤0.01% 616
2025
Q3 		$27.2K Hold
4,000
– – ﹤0.01% 587
2025
Q2 		$35.6K Hold
4,000
– – ﹤0.01% 512
2025
Q1 		$31.1K Hold
4,000
– – ﹤0.01% 495
2024
Q4 		$30.8K Hold
4,000
– – ﹤0.01% 492
2024
Q3 		$18.8K Buy
+4,000
New +$24.2K ﹤0.01% 569

Other funds holding NEXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $359M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Bogart Wealth LLC's NEXT Position: Q2 2026 in Review

Bogart Wealth LLC reduced its NextDecade (NEXT) stake by 40% in Q2 2026, selling an estimated $15.8K and leaving 3,000 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Bogart Wealth LLC first reported a position in NEXT in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.3K in Q1 2026. 210 funds tracked by Wall St. Rank hold NEXT as of Q2 2026.

  • Bogart Wealth LLC held 3,000 shares of NextDecade worth $22.6K as of Q2 2026.
  • Bogart Wealth LLC sold 2,000 NextDecade shares in Q2 2026, an estimated $15.8K.
  • NextDecade made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #764 holding.
  • Bogart Wealth LLC first reported a position in NextDecade in Q3 2024 and has held it in 8 quarters since.
  • Bogart Wealth LLC's NextDecade position peaked at $38.3K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held NextDecade as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.