CFO
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Collective Family Office’s NextDecade NEXT Stock Holding History

Collective Family Office’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
Q2 		$130K Buy
17,194
+2,033
+13% +$16.1K 0.03% 160
2026
Q1 		$116K Buy
+15,161
New +$86.2K 0.03% 155

Other funds holding NEXT

SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Collective Family Office's NEXT Position: Q2 2026 in Review

Collective Family Office increased its NextDecade (NEXT) stake by 13% in Q2 2026, buying an estimated $16.1K and bringing the position to 17,194 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #160.

Collective Family Office first reported a position in NEXT in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold NEXT as of Q2 2026.

  • Collective Family Office held 17,194 shares of NextDecade worth $130K as of Q2 2026.
  • Collective Family Office bought 2,033 NextDecade shares in Q2 2026, an estimated $16.1K.
  • NextDecade made up 0.03% of Collective Family Office's portfolio in Q2 2026, its #160 holding.
  • Collective Family Office first reported a position in NextDecade in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held NextDecade as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.