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
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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

LPL Financial's NUAI Position: Q1 2026 in Review

LPL Financial reduced its New Era Energy & Digital Inc (NUAI) stake by 4.5% in Q1 2026, selling an estimated $3.57K and leaving 15,200 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5754.

LPL Financial first reported a position in NUAI in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold NUAI as of Q1 2026.

  • LPL Financial held 15,200 shares of New Era Energy & Digital Inc worth $61.7K as of Q1 2026.
  • LPL Financial sold 712 New Era Energy & Digital Inc shares in Q1 2026, an estimated $3.57K.
  • New Era Energy & Digital Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5754 holding.
  • LPL Financial first reported a position in New Era Energy & Digital Inc in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held New Era Energy & Digital Inc as of Q1 2026.

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