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Proactive Wealth Strategies’s Nextpower Inc NXT Stock Holding History

Proactive Wealth Strategies’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
-35,330
Closed -$1.32M – 136
2024
Q3 		$1.32M Buy
+35,330
New +$1.47M 0.74% 44

Other funds holding NXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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

Proactive Wealth Strategies's NXT Position: Q4 2024 in Review

Proactive Wealth Strategies sold out of Nextpower Inc (NXT) in Q4 2024, closing a stake of 35,330 shares — an estimated $1.32M sold.

Proactive Wealth Strategies first reported a position in NXT in Q3 2024 and held it in 1 quarter. The position peaked at $1.32M in Q3 2024. 436 funds tracked by Wall St. Rank hold NXT as of Q4 2024.

  • Proactive Wealth Strategies reported no remaining Nextpower Inc position as of Q4 2024 after selling out during the quarter.
  • Proactive Wealth Strategies sold 35,330 Nextpower Inc shares in Q4 2024, an estimated $1.32M.
  • Proactive Wealth Strategies first reported a position in Nextpower Inc in Q3 2024 and held it in 1 quarter.
  • Proactive Wealth Strategies's Nextpower Inc position peaked at $1.32M in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Nextpower Inc as of Q4 2024.

Based on Proactive Wealth Strategies's 13F filing for Q4 2024, filed 31 Jan 2025.