Integrated Wealth Concepts’s Nextpower Inc. Common Stock NXT Stock Holding History

Integrated Wealth Concepts’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 Q2	$788K	Buy	6,612 +329	+5%	+$40.6K	0.01%	1373
2026 Q1	$757K	Buy	6,283 +773	+14%	+$85.6K	0.01%	1278
2025 Q4	$480K	Buy	5,510 +34	+0.6%	+$3.08K	0.01%	1115
2025 Q3	$405K	Sell	5,476 -82	-1%	-$5.28K	﹤0.01%	1464
2025 Q2	$302K	Sell	5,558 -91	-2%	-$4.57K	﹤0.01%	1543
2025 Q1	$238K	Sell	5,649 -2,300	-29%	-$102K	﹤0.01%	1533
2024 Q4	$290K	Buy	7,949 +1,019	+15%	+$37.3K	﹤0.01%	1387
2024 Q3	$260K	Sell	6,930 -10	-0.1%	-$417	﹤0.01%	1429
2024 Q2	$325K	Buy	6,940 +2,858	+70%	+$142K	﹤0.01%	1274
2024 Q1	$230K	Buy	+4,082	New	+$217K	﹤0.01%	1459

Other funds holding NXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Integrated Wealth Concepts's NXT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nextpower Inc. Common Stock (NXT) stake by 5.2% in Q2 2026, buying an estimated $40.6K and bringing the position to 6,612 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #1373.

Integrated Wealth Concepts first reported a position in NXT in Q1 2024 and has held it in 10 quarters since. 726 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

Integrated Wealth Concepts held 6,612 shares of Nextpower Inc. Common Stock worth $788K as of Q2 2026.
Integrated Wealth Concepts bought 329 Nextpower Inc. Common Stock shares in Q2 2026, an estimated $40.6K.
Nextpower Inc. Common Stock made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1373 holding.
Integrated Wealth Concepts first reported a position in Nextpower Inc. Common Stock in Q1 2024 and has held it in 10 quarters since.
726 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.