Creative Planning
NXT icon

Creative Planning’s Nextpower Inc 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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return