LPL Financial
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LPL Financial’s NextDecade NEXT Stock Holding History

LPL Financial’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
2026
Q1 		$3.07M Buy
400,846
+104,128
+35% +$592K ﹤0.01% 3104
2025
Q4 		$1.56M Buy
296,718
+116,090
+64% +$692K ﹤0.01% 3621
2025
Q3 		$1.23M Buy
180,628
+68,515
+61% +$663K ﹤0.01% 3800
2025
Q2 		$999K Buy
112,113
+19,632
+21% +$152K ﹤0.01% 3757
2025
Q1 		$720K Sell
92,481
-7,800
-8% -$62.9K ﹤0.01% 3824
2024
Q4 		$773K Buy
100,281
+31,580
+46% +$202K ﹤0.01% 3716
2024
Q3 		$324K Buy
68,701
+13,101
+24% +$79.2K ﹤0.01% 4366
2024
Q2 		$441K Sell
55,600
-1,337
-2% -$9.21K ﹤0.01% 3969
2024
Q1 		$323K Buy
56,937
+5,700
+11% +$28.5K ﹤0.01% 4141
2023
Q4 		$244K Buy
51,237
+23,232
+83% +$108K ﹤0.01% 4246
2023
Q3 		$143K Buy
28,005
+14,857
+113% +$90.4K ﹤0.01% 4339
2023
Q2 		$108K Buy
13,148
+260
+2% +$1.59K ﹤0.01% 4309
2023
Q1 		$64.1K Buy
+12,888
New +$74.9K ﹤0.01% 4278

Other funds holding NEXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $84.3M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

LPL Financial's NEXT Position: Q1 2026 in Review

LPL Financial increased its NextDecade (NEXT) stake by 35% in Q1 2026, buying an estimated $592K and bringing the position to 400,846 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

LPL Financial first reported a position in NEXT in Q1 2023 and has held it in 13 quarters since. 207 funds tracked by Wall St. Rank hold NEXT as of Q1 2026.

  • LPL Financial held 400,846 shares of NextDecade worth $3.07M as of Q1 2026.
  • LPL Financial bought 104,128 NextDecade shares in Q1 2026, an estimated $592K.
  • NextDecade made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3104 holding.
  • LPL Financial first reported a position in NextDecade in Q1 2023 and has held it in 13 quarters since.
  • 207 funds tracked by Wall St. Rank held NextDecade as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.