Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NextDecade NEXT Stock Holding History

Carson Wealth (CWM 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
Q1 		$28.9K Buy
3,778
+1,272
+51% +$7.23K ﹤0.01% 4187
2025
Q4 		$13K Buy
2,506
+1,331
+113% +$7.94K ﹤0.01% 4425
2025
Q3 		$8K Sell
1,175
-978
-45% -$9.46K ﹤0.01% 4575
2025
Q2 		$19K Buy
2,153
+62
+3% +$481 ﹤0.01% 3951
2025
Q1 		$16K Buy
2,091
+1,497
+252% +$12.1K ﹤0.01% 3836
2024
Q4 		$5K Buy
594
+460
+343% +$2.94K ﹤0.01% 4224
2024
Q3 		$1K Buy
134
+29
+28% +$175 ﹤0.01% 4641
2024
Q2 		$1K Buy
105
+21
+25% +$145 ﹤0.01% 4430
2024
Q1 		$0 Hold
84
– – ﹤0.01% 4592
2023
Q4 		$0 Hold
84
– – ﹤0.01% 4393
2023
Q3 		$0 Hold
84
– – ﹤0.01% 4417
2023
Q2 		$1K Hold
84
– – ﹤0.01% 4014
2023
Q1 		$0 Buy
+84
New +$488 ﹤0.01% 4249

Other funds holding NEXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $84.3M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NEXT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NextDecade (NEXT) stake by 51% in Q1 2026, buying an estimated $7.23K and bringing the position to 3,778 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4187.

Carson Wealth (CWM LLC) first reported a position in NEXT in Q1 2023 and has held it in 13 quarters since. 207 funds tracked by Wall St. Rank hold NEXT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,778 shares of NextDecade worth $28.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,272 NextDecade shares in Q1 2026, an estimated $7.23K.
  • NextDecade made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4187 holding.
  • Carson Wealth (CWM LLC) first reported a position in NextDecade in Q1 2023 and has held it in 13 quarters since.
  • 207 funds tracked by Wall St. Rank held NextDecade as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.