Creative Planning’s NextNRG Inc NXXT Stock Holding History

Creative Planning’s Portfolio NXXT Stock Details NXXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,248	Closed	-$5.3K	–	4424
2026 Q1	$5.3K	Buy	+13,248	New	+$10.4K	﹤0.01%	4083

Other funds holding NXXT

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Creative Planning's NXXT Position: Q2 2026 in Review

Creative Planning sold out of NextNRG Inc (NXXT) in Q2 2026, closing a stake of 13,248 shares — an estimated $5.3K sold.

Creative Planning first reported a position in NXXT in Q1 2026 and held it in 1 quarter. The position peaked at $5.3K in Q1 2026. 57 funds tracked by Wall St. Rank hold NXXT as of Q2 2026.

Creative Planning reported no remaining NextNRG Inc position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 13,248 NextNRG Inc shares in Q2 2026, an estimated $5.3K.
Creative Planning first reported a position in NextNRG Inc in Q1 2026 and held it in 1 quarter.
Creative Planning's NextNRG Inc position peaked at $5.3K in Q1 2026.
57 funds tracked by Wall St. Rank held NextNRG Inc as of Q2 2026.

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