First Manhattan’s NextDecade NEXT Stock Holding History

First Manhattan’s Portfolio NEXT Stock Details NEXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$226K	Hold	29,550	–	–	﹤0.01%	701
2025 Q4	$156K	Hold	29,550	–	–	﹤0.01%	710
2025 Q3	$201K	Hold	29,550	–	–	﹤0.01%	685
2025 Q2	$263K	Hold	29,550	–	–	﹤0.01%	640
2025 Q1	$230K	Hold	29,550	–	–	﹤0.01%	629
2024 Q4	$228K	Hold	29,550	–	–	﹤0.01%	631
2024 Q3	$139K	Hold	29,550	–	–	﹤0.01%	662
2024 Q2	$235K	Buy	+29,550	New	+$204K	﹤0.01%	610

Other funds holding NEXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

MIPU

Man Investment Partners (US) New York $84.3M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

First Manhattan's NEXT Position: Q1 2026 in Review

First Manhattan held its NextDecade (NEXT) position steady in Q1 2026 at 29,550 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

First Manhattan first reported a position in NEXT in Q2 2024 and has held it in 8 quarters since. The position peaked at $263K in Q2 2025. 207 funds tracked by Wall St. Rank hold NEXT as of Q1 2026.

First Manhattan held 29,550 shares of NextDecade worth $226K as of Q1 2026.
First Manhattan left its NextDecade share count unchanged in Q1 2026.
NextDecade made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #701 holding.
First Manhattan first reported a position in NextDecade in Q2 2024 and has held it in 8 quarters since.
First Manhattan's NextDecade position peaked at $263K in Q2 2025.
207 funds tracked by Wall St. Rank held NextDecade as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.