Kensico Capital Management’s NET Power NPWR Stock Holding History

Kensico Capital Management’s Portfolio NPWR Stock Details NPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,688,100	Closed	-$4.44M	–	24
2025 Q1	$4.44M	Sell	1,688,100 -55,400	-3%	-$391K	0.1%	23
2024 Q4	$18.5M	Sell	1,743,500 -27,300	-2%	-$268K	0.42%	21
2024 Q3	$12.4M	Sell	1,770,800 -7,546	-0.4%	-$63.4K	0.33%	23
2024 Q2	$17.5M	Sell	1,778,346 -48,254	-3%	-$512K	0.54%	22
2024 Q1	$20.8M	Sell	1,826,600 -24,700	-1%	-$224K	0.68%	21
2023 Q4	$18.7M	Sell	1,851,300 -94,500	-5%	-$1.13M	0.71%	20
2023 Q3	$29.4M	Sell	1,945,800 -28,800	-1%	-$404K	1.25%	21
2023 Q2	$25.7M	Sell	1,974,600 -360,400	-15%	-$4.01M	1.04%	22
2023 Q1	$23.9M	Sell	2,335,000 -65,000	-3%	-$665K	1.07%	22
2022 Q4	$24.4M	Sell	2,400,000 -100,000	-4%	-$1M	1.17%	20
2022 Q3	$24.7M	Hold	2,500,000	–	–	1.28%	19
2022 Q2	$24.4M	Hold	2,500,000	–	–	1.1%	23
2022 Q1	$24.6M	Buy	+2,500,000	New	+$24.6M	1%	18

Other funds holding NPWR

ALS

Andrew L. Share $214M AUM 14.75% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Kensico Capital Management's NPWR Position: Q2 2025 in Review

Kensico Capital Management sold out of NET Power (NPWR) in Q2 2025, closing a stake of 1,688,100 shares — an estimated $4.44M sold.

Kensico Capital Management first reported a position in NPWR in Q1 2022 and held it in 13 quarters. The position peaked at $29.4M in Q3 2023. 94 funds tracked by Wall St. Rank hold NPWR as of Q2 2025.

Kensico Capital Management reported no remaining NET Power position as of Q2 2025 after selling out during the quarter.
Kensico Capital Management sold 1,688,100 NET Power shares in Q2 2025, an estimated $4.44M.
Kensico Capital Management first reported a position in NET Power in Q1 2022 and held it in 13 quarters.
Kensico Capital Management's NET Power position peaked at $29.4M in Q3 2023.
94 funds tracked by Wall St. Rank held NET Power as of Q2 2025.

Based on Kensico Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.