Creative Planning
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Creative Planning’s Nextpower Inc. Common Stock NXT Stock Holding History

Creative Planning’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 		$17.3M Buy
145,623
+8,937
+7% +$1.1M 0.01% 572
2026
Q1 		$16.5M Buy
136,686
+22,862
+20% +$2.53M 0.01% 510
2025
Q4 		$9.92M Buy
113,824
+11,822
+12% +$1.07M 0.01% 624
2025
Q3 		$7.55M Buy
102,002
+14,457
+17% +$932K 0.01% 682
2025
Q2 		$4.76M Buy
87,545
+25,858
+42% +$1.3M ﹤0.01% 783
2025
Q1 		$2.6M Buy
61,687
+20,136
+48% +$895K ﹤0.01% 1014
2024
Q4 		$1.52M Buy
41,551
+5,365
+15% +$196K ﹤0.01% 1314
2024
Q3 		$1.36M Buy
36,186
+5,869
+19% +$245K ﹤0.01% 1298
2024
Q2 		$1.42M Buy
30,317
+5,810
+24% +$289K ﹤0.01% 1173
2024
Q1 		$1.38M Buy
+24,507
New +$1.3M ﹤0.01% 1141

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

Creative Planning's NXT Position: Q2 2026 in Review

Creative Planning increased its Nextpower Inc. Common Stock (NXT) stake by 6.5% in Q2 2026, buying an estimated $1.1M and bringing the position to 145,623 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #572.

Creative Planning first reported a position in NXT in Q1 2024 and has held it in 10 quarters since. 724 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

  • Creative Planning held 145,623 shares of Nextpower Inc. Common Stock worth $17.3M as of Q2 2026.
  • Creative Planning bought 8,937 Nextpower Inc. Common Stock shares in Q2 2026, an estimated $1.1M.
  • Nextpower Inc. Common Stock made up 0.01% of Creative Planning's portfolio in Q2 2026, its #572 holding.
  • Creative Planning first reported a position in Nextpower Inc. Common Stock in Q1 2024 and has held it in 10 quarters since.
  • 724 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q2 2026.

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