Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nextpower Inc NXT Stock Holding History

Carson Wealth (CWM LLC)’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 		$769K Buy
6,382
+404
+7% +$44.8K ﹤0.01% 1711
2025
Q4 		$521K Buy
5,978
+183
+3% +$16.6K ﹤0.01% 1891
2025
Q3 		$429K Buy
5,795
+1,712
+42% +$110K ﹤0.01% 1892
2025
Q2 		$222K Sell
4,083
-1,414
-26% -$70.9K ﹤0.01% 2083
2025
Q1 		$232K Buy
5,497
+4,510
+457% +$201K ﹤0.01% 1826
2024
Q4 		$36K Buy
987
+481
+95% +$17.6K ﹤0.01% 3031
2024
Q3 		$19K Buy
506
+37
+8% +$1.54K ﹤0.01% 3394
2024
Q2 		$22K Buy
469
+183
+64% +$9.1K ﹤0.01% 3055
2024
Q1 		$16K Buy
286
+263
+1,143% +$14K ﹤0.01% 3046
2023
Q4 		$1K Buy
+23
New +$900 ﹤0.01% 3998

Other funds holding NXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $105B AUM 38.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Nextpower Inc (NXT) stake by 6.8% in Q1 2026, buying an estimated $44.8K and bringing the position to 6,382 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Carson Wealth (CWM LLC) first reported a position in NXT in Q4 2023 and has held it in 10 quarters since. 699 funds tracked by Wall St. Rank hold NXT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,382 shares of Nextpower Inc worth $769K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 404 Nextpower Inc shares in Q1 2026, an estimated $44.8K.
  • Nextpower Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1711 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nextpower Inc in Q4 2023 and has held it in 10 quarters since.
  • 699 funds tracked by Wall St. Rank held Nextpower Inc as of Q1 2026.

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