Planned Solutions’s Nextpower Inc NXT Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-300	Closed	-$11.2K	–	462
2024 Q3	$11.2K	Buy	+300	New	+$12.5K	﹤0.01%	436

Other funds holding NXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Planned Solutions's NXT Position: Q4 2024 in Review

Planned Solutions sold out of Nextpower Inc (NXT) in Q4 2024, closing a stake of 300 shares — an estimated $11.2K sold.

Planned Solutions first reported a position in NXT in Q3 2024 and held it in 1 quarter. The position peaked at $11.2K in Q3 2024. 436 funds tracked by Wall St. Rank hold NXT as of Q4 2024.

Planned Solutions reported no remaining Nextpower Inc position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 300 Nextpower Inc shares in Q4 2024, an estimated $11.2K.
Planned Solutions first reported a position in Nextpower Inc in Q3 2024 and held it in 1 quarter.
Planned Solutions's Nextpower Inc position peaked at $11.2K in Q3 2024.
436 funds tracked by Wall St. Rank held Nextpower Inc as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.