Carson Wealth (CWM LLC)
NXXT

Carson Wealth (CWM LLC)’s NextNRG Inc NXXT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NXXT Stock Details NXXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.2K Buy
6,040
+5,792
+2,335% +$45.6K ﹤0.01% 4301
2025
Q4 		$4K Sell
248
-205
-45% -$3.54K ﹤0.01% 4941
2025
Q3 		$8K Buy
+453
New +$7.93K ﹤0.01% 4596

Other funds holding NXXT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TMC
Themes Management Co Greenwich, Connecticut $151M AUM

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

Carson Wealth (CWM LLC) increased its NextNRG Inc (NXXT) stake by 2,335% in Q1 2026, buying an estimated $45.6K and bringing the position to 6,040 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4301.

Carson Wealth (CWM LLC) first reported a position in NXXT in Q3 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold NXXT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,040 shares of NextNRG Inc worth $24.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,792 NextNRG Inc shares in Q1 2026, an estimated $45.6K.
  • NextNRG Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4301 holding.
  • Carson Wealth (CWM LLC) first reported a position in NextNRG Inc in Q3 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held NextNRG Inc as of Q1 2026.

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