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Forum Financial Management’s Nextpower Inc. Common Stock NXT Stock Holding History

Forum Financial Management’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 		– Sell
-4,973
Closed -$433K – 772
2025
Q4 		$433K Buy
4,973
+5
+0.1% +$453 0.01% 553
2025
Q3 		$368K Buy
4,968
+932
+23% +$60.1K 0.01% 622
2025
Q2 		$219K Buy
+4,036
New +$202K ﹤0.01% 859

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Forum Financial Management's NXT Position: Q1 2026 in Review

Forum Financial Management sold out of Nextpower Inc. Common Stock (NXT) in Q1 2026, closing a stake of 4,973 shares — an estimated $433K sold.

Forum Financial Management first reported a position in NXT in Q2 2025 and held it in 3 quarters. The position peaked at $433K in Q4 2025. 700 funds tracked by Wall St. Rank hold NXT as of Q1 2026.

  • Forum Financial Management reported no remaining Nextpower Inc. Common Stock position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,973 Nextpower Inc. Common Stock shares in Q1 2026, an estimated $433K.
  • Forum Financial Management first reported a position in Nextpower Inc. Common Stock in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Nextpower Inc. Common Stock position peaked at $433K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.