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Optimize Financial’s NextDecade NEXT Stock Holding History

Optimize 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 		$242K Sell
32,155
-112
-0.3% -$886 0.09% 262
2026
Q1 		$247K Buy
+32,267
New +$183K 0.12% 271
2025
Q3 		– Sell
-11,486
Closed -$102K – 398
2025
Q2 		$102K Sell
11,486
-82
-0.7% -$636 0.06% 230
2025
Q1 		$90K Sell
11,568
-8,085
-41% -$65.2K 0.03% 220
2024
Q4 		$152K Buy
+19,653
New +$126K 0.11% 225

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

Optimize Financial's NEXT Position: Q2 2026 in Review

Optimize Financial reduced its NextDecade (NEXT) stake by 0.35% in Q2 2026, selling an estimated $886 and leaving 32,155 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #262.

Optimize Financial first reported a position in NEXT in Q4 2024 and has held it in 5 quarters since. The position peaked at $247K in Q1 2026. 211 funds tracked by Wall St. Rank hold NEXT as of Q2 2026.

  • Optimize Financial held 32,155 shares of NextDecade worth $242K as of Q2 2026.
  • Optimize Financial sold 112 NextDecade shares in Q2 2026, an estimated $886.
  • NextDecade made up 0.09% of Optimize Financial's portfolio in Q2 2026, its #262 holding.
  • Optimize Financial first reported a position in NextDecade in Q4 2024 and has held it in 5 quarters since.
  • Optimize Financial's NextDecade position peaked at $247K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held NextDecade as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.