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Pinnacle Wealth Planning Services’s Nextpower Inc. Common Stock NXT Stock Holding History

Pinnacle Wealth Planning Services’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 		$45.9K Sell
385
-161
-29% -$19.9K ﹤0.01% 1328
2026
Q1 		$65.8K Hold
546
– – 0.01% 1039
2025
Q4 		$47.6K Buy
+546
New +$49.5K 0.01% 1225

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

Pinnacle Wealth Planning Services's NXT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nextpower Inc. Common Stock (NXT) stake by 29% in Q2 2026, selling an estimated $19.9K and leaving 385 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Pinnacle Wealth Planning Services first reported a position in NXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.8K in Q1 2026. 724 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 385 shares of Nextpower Inc. Common Stock worth $45.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 161 Nextpower Inc. Common Stock shares in Q2 2026, an estimated $19.9K.
  • Nextpower Inc. Common Stock made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1328 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nextpower Inc. Common Stock in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Nextpower Inc. Common Stock position peaked at $65.8K in Q1 2026.
  • 724 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.