Creative Planning
NEXT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $84.3M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Creative Planning's NEXT Position: Q1 2026 in Review

Creative Planning increased its NextDecade (NEXT) stake by 50% in Q1 2026, buying an estimated $83.6K and bringing the position to 43,925 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Creative Planning first reported a position in NEXT in Q2 2024 and has held it in 7 quarters since. The position peaked at $353K in Q2 2025. 207 funds tracked by Wall St. Rank hold NEXT as of Q1 2026.

  • Creative Planning held 43,925 shares of NextDecade worth $336K as of Q1 2026.
  • Creative Planning bought 14,699 NextDecade shares in Q1 2026, an estimated $83.6K.
  • NextDecade made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3337 holding.
  • Creative Planning first reported a position in NextDecade in Q2 2024 and has held it in 7 quarters since.
  • Creative Planning's NextDecade position peaked at $353K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held NextDecade as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.