Creative Planning’s New Era Energy & Digital Inc NUAI Stock Holding History

Creative Planning’s Portfolio NUAI Stock Details NUAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$340K	Buy	+50,525	New	+$269K	﹤0.01%	3568

Other funds holding NUAI

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Creative Planning's NUAI Position: Q3 2026 in Review

Creative Planning opened a new position in New Era Energy & Digital Inc (NUAI) in Q3 2026: 50,525 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #3568 among its holdings.

31 funds tracked by Wall St. Rank hold NUAI as of Q3 2026.

Creative Planning held 50,525 shares of New Era Energy & Digital Inc worth $340K as of Q3 2026.
New Era Energy & Digital Inc was a new Creative Planning position in Q3 2026.
New Era Energy & Digital Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3568 holding.
31 funds tracked by Wall St. Rank held New Era Energy & Digital Inc as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.