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
Q2 		$3M Sell
398,097
-2,749
-0.7% -$21.7K ﹤0.01% 3299
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 $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $359M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

LPL Financial's NEXT Position: Q2 2026 in Review

LPL Financial reduced its NextDecade (NEXT) stake by 0.69% in Q2 2026, selling an estimated $21.7K and leaving 398,097 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

LPL Financial first reported a position in NEXT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.07M in Q1 2026. 210 funds tracked by Wall St. Rank hold NEXT as of Q2 2026.

  • LPL Financial held 398,097 shares of NextDecade worth $3M as of Q2 2026.
  • LPL Financial sold 2,749 NextDecade shares in Q2 2026, an estimated $21.7K.
  • NextDecade made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3299 holding.
  • LPL Financial first reported a position in NextDecade in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's NextDecade position peaked at $3.07M in Q1 2026.
  • 210 funds tracked by Wall St. Rank held NextDecade as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.