EWA
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EverSource Wealth Advisors’s Nextpower Inc NXT Stock Holding History

EverSource Wealth Advisors’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 		$408K Buy
3,385
+2,071
+158% +$229K 0.01% 693
2025
Q4 		$114K Buy
1,314
+143
+12% +$13K ﹤0.01% 1243
2025
Q3 		$86.6K Buy
1,171
+44
+4% +$2.83K ﹤0.01% 1364
2025
Q2 		$61.3K Buy
1,127
+724
+180% +$36.3K ﹤0.01% 1499
2025
Q1 		$17K Buy
403
+72
+22% +$3.2K ﹤0.01% 1786
2024
Q4 		$12.1K Buy
331
+168
+103% +$6.15K ﹤0.01% 1893
2024
Q3 		$6.11K Sell
163
-57
-26% -$2.38K ﹤0.01% 2139
2024
Q2 		$10.8K Buy
220
+99
+82% +$4.92K ﹤0.01% 1811
2024
Q1 		$5.18K Buy
121
+81
+203% +$4.31K ﹤0.01% 2039
2023
Q4 		$1.87K Buy
+40
New +$1.56K ﹤0.01% 2187

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