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Capital Performance Advisors’s NextDecade NEXT Stock Holding History

Capital Performance Advisors’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 		$76.2K Hold
12,000
– – ﹤0.01% 327
2026
Q2 		$90.5K Sell
12,000
-148
-1% -$1.17K 0.01% 305
2026
Q1 		$93.1K Buy
+12,148
New +$69.1K 0.01% 458

Other funds holding NEXT

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SL Advisors
SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Performance Advisors's NEXT Position: Q3 2026 in Review

Capital Performance Advisors held its NextDecade (NEXT) position steady in Q3 2026 at 12,000 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Capital Performance Advisors first reported a position in NEXT in Q1 2026 and has held it in 3 quarters since. The position peaked at $93.1K in Q1 2026. 89 funds tracked by Wall St. Rank hold NEXT as of Q3 2026.

  • Capital Performance Advisors held 12,000 shares of NextDecade worth $76.2K as of Q3 2026.
  • Capital Performance Advisors left its NextDecade share count unchanged in Q3 2026.
  • NextDecade made up ﹤0.01% of Capital Performance Advisors's portfolio in Q3 2026, its #327 holding.
  • Capital Performance Advisors first reported a position in NextDecade in Q1 2026 and has held it in 3 quarters since.
  • Capital Performance Advisors's NextDecade position peaked at $93.1K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held NextDecade as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.