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Concurrent Investment Advisors’s Nextpower Inc NXT Stock Holding History

Concurrent Investment Advisors’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
Q2 		– Sell
-7,125
Closed -$859K – 2176
2026
Q1 		$859K Buy
+7,125
New +$789K 0.01% 940
2024
Q2 		– Sell
-4,021
Closed -$226K – 1060
2024
Q1 		$226K Sell
4,021
-979
-20% -$52.1K 0.01% 760
2023
Q4 		$234K Buy
+5,000
New +$196K 0.01% 725

Other funds holding NXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Concurrent Investment Advisors's NXT Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Nextpower Inc (NXT) in Q2 2026, closing a stake of 7,125 shares — an estimated $859K sold.

Concurrent Investment Advisors first reported a position in NXT in Q4 2023 and held it in 3 quarters. The position peaked at $859K in Q1 2026. 719 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Nextpower Inc position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 7,125 Nextpower Inc shares in Q2 2026, an estimated $859K.
  • Concurrent Investment Advisors first reported a position in Nextpower Inc in Q4 2023 and held it in 3 quarters.
  • Concurrent Investment Advisors's Nextpower Inc position peaked at $859K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.