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Institutional & Family Asset Management’s Nextpower Inc NXT Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$2.25K Buy
48
+10
+26% +$497 ﹤0.01% 568
2024
Q1 		$2.14K Buy
+38
New +$2.02K ﹤0.01% 576

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's NXT Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Nextpower Inc (NXT) stake by 26% in Q2 2024, buying an estimated $497 and bringing the position to 48 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Institutional & Family Asset Management first reported a position in NXT in Q1 2024 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold NXT as of Q2 2024.

  • Institutional & Family Asset Management held 48 shares of Nextpower Inc worth $2.25K as of Q2 2024.
  • Institutional & Family Asset Management bought 10 Nextpower Inc shares in Q2 2024, an estimated $497.
  • Nextpower Inc made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #568 holding.
  • Institutional & Family Asset Management first reported a position in Nextpower Inc in Q1 2024 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.