Clearstead Advisors’s NextNRG Inc NXXT Stock Holding History

Clearstead Advisors’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
2025 Q4	–	Sell	-21	Closed	-$39	–	3330
2025 Q3	$39	Buy	+21	New	+$37	﹤0.01%	2993

Other funds holding NXXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clearstead Advisors's NXXT Position: Q4 2025 in Review

Clearstead Advisors sold out of NextNRG Inc (NXXT) in Q4 2025, closing a stake of 21 shares — an estimated $39 sold.

Clearstead Advisors first reported a position in NXXT in Q3 2025 and held it in 1 quarter. The position peaked at $39 in Q3 2025. 58 funds tracked by Wall St. Rank hold NXXT as of Q4 2025.

Clearstead Advisors reported no remaining NextNRG Inc position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 21 NextNRG Inc shares in Q4 2025, an estimated $39.
Clearstead Advisors first reported a position in NextNRG Inc in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's NextNRG Inc position peaked at $39 in Q3 2025.
58 funds tracked by Wall St. Rank held NextNRG Inc as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.