Gradient Investments’s NextDecade NEXT Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-10,029	Closed	-$82.3K	–	1873
2023 Q2	$82.3K	Hold	10,029	–	–	﹤0.01%	428
2023 Q1	$49.8K	Hold	10,029	–	–	﹤0.01%	498
2022 Q4	$49.5K	Hold	10,029	–	–	﹤0.01%	509
2022 Q3	$60K	Hold	10,029	–	–	﹤0.01%	444
2022 Q2	$45K	Hold	10,029	–	–	﹤0.01%	493
2022 Q1	$66K	Hold	10,029	–	–	﹤0.01%	428
2021 Q4	$29K	Hold	10,029	–	–	﹤0.01%	587
2021 Q3	$28K	Hold	10,029	–	–	﹤0.01%	583
2021 Q2	$41K	Hold	10,029	–	–	﹤0.01%	497
2021 Q1	$27K	Hold	10,029	–	–	﹤0.01%	578
2020 Q4	$30K	Hold	10,029	–	–	﹤0.01%	489
2020 Q3	$30K	Hold	10,029	–	–	﹤0.01%	493
2020 Q2	$22K	Hold	10,029	–	–	﹤0.01%	511
2020 Q1	$19K	Hold	10,029	–	–	﹤0.01%	532
2019 Q4	$62K	Hold	10,029	–	–	﹤0.01%	361
2019 Q3	$58K	Hold	10,029	–	–	﹤0.01%	360
2019 Q2	$63K	Buy	+10,029	New	+$55.9K	﹤0.01%	355
2019 Q1	–	Sell	-1,166	Closed	-$6K	–	953
2018 Q4	$6K	Hold	1,166	–	–	﹤0.01%	678
2018 Q3	$7K	Buy	+1,166	New	+$6.96K	﹤0.01%	689

Other funds holding NEXT

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

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

BHMP

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCA

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

Gradient Investments's NEXT Position: Q3 2023 in Review

Gradient Investments sold out of NextDecade (NEXT) in Q3 2023, closing a stake of 10,029 shares — an estimated $82.3K sold.

Gradient Investments first reported a position in NEXT in Q3 2018 and held it in 19 quarters. The position peaked at $82.3K in Q2 2023. 117 funds tracked by Wall St. Rank hold NEXT as of Q3 2023.

Gradient Investments reported no remaining NextDecade position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 10,029 NextDecade shares in Q3 2023, an estimated $82.3K.
Gradient Investments first reported a position in NextDecade in Q3 2018 and held it in 19 quarters.
Gradient Investments's NextDecade position peaked at $82.3K in Q2 2023.
117 funds tracked by Wall St. Rank held NextDecade as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.