CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nextpower Inc NXT Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$1.35M Sell
11,175
-842
-7% -$93.3K ﹤0.01% 1432
2025
Q4 		$1.05M Sell
12,017
-1,830
-13% -$166K ﹤0.01% 1478
2025
Q3 		$1.02M Buy
13,847
+2,063
+18% +$133K ﹤0.01% 1416
2025
Q2 		$641K Sell
11,784
-3,238
-22% -$162K ﹤0.01% 1587
2025
Q1 		$633K Buy
15,022
+1,554
+12% +$69.1K ﹤0.01% 1510
2024
Q4 		$492K Buy
13,468
+7,650
+131% +$280K ﹤0.01% 1611
2024
Q3 		$218K Sell
5,818
-1,261
-18% -$52.6K ﹤0.01% 2078
2024
Q2 		$332K Buy
7,079
+2,098
+42% +$104K ﹤0.01% 1757
2024
Q1 		$280K Buy
+4,981
New +$265K ﹤0.01% 1809
2023
Q4 		– Sell
-11,146
Closed -$448K – 2758
2023
Q3 		$448K Buy
11,146
+4,593
+70% +$186K ﹤0.01% 1714
2023
Q2 		$261K Buy
+6,553
New +$240K ﹤0.01% 2076

Other funds holding NXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

CAPTRUST Financial Advisors's NXT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Nextpower Inc (NXT) stake by 7% in Q1 2026, selling an estimated $93.3K and leaving 11,175 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

CAPTRUST Financial Advisors first reported a position in NXT in Q2 2023 and has held it in 11 quarters since. 698 funds tracked by Wall St. Rank hold NXT as of Q1 2026.

  • CAPTRUST Financial Advisors held 11,175 shares of Nextpower Inc worth $1.35M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 842 Nextpower Inc shares in Q1 2026, an estimated $93.3K.
  • Nextpower Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1432 holding.
  • CAPTRUST Financial Advisors first reported a position in Nextpower Inc in Q2 2023 and has held it in 11 quarters since.
  • 698 funds tracked by Wall St. Rank held Nextpower Inc as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.