IFP Advisors
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IFP Advisors’s New Era Energy & Digital Inc NUAI Stock Holding History

IFP Advisors’s Portfolio NUAI Stock Details NUAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.72K Hold
1,000
– – ﹤0.01% 3642
2026
Q2 		$6.38K Buy
+1,000
New +$4.86K ﹤0.01% 3634
2026
Q1 		– Sell
-2,000
Closed -$5.86K – 5194
2025
Q4 		$5.86K Buy
+2,000
New +$8.11K ﹤0.01% 3335

Other funds holding NUAI

T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors's NUAI Position: Q3 2026 in Review

IFP Advisors held its New Era Energy & Digital Inc (NUAI) position steady in Q3 2026 at 1,000 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3642.

IFP Advisors first reported a position in NUAI in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold NUAI as of Q3 2026.

  • IFP Advisors held 1,000 shares of New Era Energy & Digital Inc worth $6.72K as of Q3 2026.
  • IFP Advisors left its New Era Energy & Digital Inc share count unchanged in Q3 2026.
  • New Era Energy & Digital Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3642 holding.
  • IFP Advisors first reported a position in New Era Energy & Digital Inc in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held New Era Energy & Digital Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.