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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
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 0.07% 219
2024
Q4 		$152K Buy
+19,653
New +$126K 0.11% 225

Other funds holding NEXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $84.3M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Optimize Financial's NEXT Position: Q1 2026 in Review

Optimize Financial opened a new position in NextDecade (NEXT) in Q1 2026: 32,267 shares worth $247K. The stake represents 0.12% of the portfolio and ranks #271 among its holdings. This is a return to the name: Optimize Financial previously reported a position in NEXT as recently as Q2 2025.

Optimize Financial first reported a position in NEXT in Q4 2024 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold NEXT as of Q1 2026.

  • Optimize Financial held 32,267 shares of NextDecade worth $247K as of Q1 2026.
  • NextDecade was a new Optimize Financial position in Q1 2026.
  • NextDecade made up 0.12% of Optimize Financial's portfolio in Q1 2026, its #271 holding.
  • Optimize Financial first reported a position in NextDecade in Q4 2024 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held NextDecade as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.