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Mark Sheptoff Financial Planning’s Nextpower Inc. Common Stock NXT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NXT Stock Details NXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-43
Closed -$5.3K – 529
2026
Q1 		$5.3K Buy
+43
New +$4.76K ﹤0.01% 434
2024
Q2 		– Sell
-1,273
Closed -$71.6K – 439
2024
Q1 		$71.6K Buy
+1,273
New +$67.7K 0.04% 149

Other funds holding NXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Mark Sheptoff Financial Planning's NXT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Nextpower Inc. Common Stock (NXT) in Q2 2026, closing a stake of 43 shares — an estimated $5.3K sold.

Mark Sheptoff Financial Planning first reported a position in NXT in Q1 2024 and held it in 2 quarters. The position peaked at $71.6K in Q1 2024. 724 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Nextpower Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 43 Nextpower Inc. Common Stock shares in Q2 2026, an estimated $5.3K.
  • Mark Sheptoff Financial Planning first reported a position in Nextpower Inc. Common Stock in Q1 2024 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Nextpower Inc. Common Stock position peaked at $71.6K in Q1 2024.
  • 724 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.