LPL Financial
NUAI

LPL Financial’s New Era Energy & Digital Inc NUAI Stock Holding History

LPL Financial’s Portfolio NUAI Stock Details NUAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118K Buy
18,503
+3,303
+22% +$16K ﹤0.01% 5889
2026
Q1 		$61.7K Sell
15,200
-712
-4% -$3.57K ﹤0.01% 5754
2025
Q4 		$46.6K Buy
+15,912
New +$64.5K ﹤0.01% 5708

Other funds holding NUAI

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's NUAI Position: Q2 2026 in Review

LPL Financial increased its New Era Energy & Digital Inc (NUAI) stake by 22% in Q2 2026, buying an estimated $16K and bringing the position to 18,503 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #5889.

LPL Financial first reported a position in NUAI in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold NUAI as of Q2 2026.

  • LPL Financial held 18,503 shares of New Era Energy & Digital Inc worth $118K as of Q2 2026.
  • LPL Financial bought 3,303 New Era Energy & Digital Inc shares in Q2 2026, an estimated $16K.
  • New Era Energy & Digital Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5889 holding.
  • LPL Financial first reported a position in New Era Energy & Digital Inc in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held New Era Energy & Digital Inc as of Q2 2026.

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