Creative Planning
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Creative Planning’s NextDecade NEXT Stock Holding History

Creative Planning’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 		$559K Buy
74,077
+30,152
+69% +$238K ﹤0.01% 3112
2026
Q1 		$336K Buy
43,925
+14,699
+50% +$83.6K ﹤0.01% 3337
2025
Q4 		$154K Sell
29,226
-3,808
-12% -$22.7K ﹤0.01% 3631
2025
Q3 		$224K Sell
33,034
-6,629
-17% -$64.1K ﹤0.01% 3374
2025
Q2 		$353K Buy
39,663
+20,647
+109% +$160K ﹤0.01% 2761
2025
Q1 		$148K Buy
19,016
+8,495
+81% +$68.5K ﹤0.01% 3160
2024
Q4 		$81.1K Buy
+10,521
New +$67.4K ﹤0.01% 3185
2024
Q3 		– Sell
-17,766
Closed -$141K – 3274
2024
Q2 		$141K Buy
+17,766
New +$122K ﹤0.01% 2771

Other funds holding NEXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $359M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Creative Planning's NEXT Position: Q2 2026 in Review

Creative Planning increased its NextDecade (NEXT) stake by 69% in Q2 2026, buying an estimated $238K and bringing the position to 74,077 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Creative Planning first reported a position in NEXT in Q2 2024 and has held it in 8 quarters since. 211 funds tracked by Wall St. Rank hold NEXT as of Q2 2026.

  • Creative Planning held 74,077 shares of NextDecade worth $559K as of Q2 2026.
  • Creative Planning bought 30,152 NextDecade shares in Q2 2026, an estimated $238K.
  • NextDecade made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3112 holding.
  • Creative Planning first reported a position in NextDecade in Q2 2024 and has held it in 8 quarters since.
  • 211 funds tracked by Wall St. Rank held NextDecade as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.