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Root Financial Partners’s Nextpower Inc. Common Stock NXT Stock Holding History

Root Financial Partners’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 		– Sell
-446
Closed -$53.8K – 2260
2026
Q1 		$53.8K Buy
446
+103
+30% +$11.4K ﹤0.01% 850
2025
Q4 		$29.9K Buy
343
+41
+14% +$3.72K ﹤0.01% 953
2025
Q3 		$22.3K Buy
+302
New +$19.5K ﹤0.01% 1061

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

Root Financial Partners's NXT Position: Q2 2026 in Review

Root Financial Partners sold out of Nextpower Inc. Common Stock (NXT) in Q2 2026, closing a stake of 446 shares — an estimated $53.8K sold.

Root Financial Partners first reported a position in NXT in Q3 2025 and held it in 3 quarters. The position peaked at $53.8K in Q1 2026. 724 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

  • Root Financial Partners reported no remaining Nextpower Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 446 Nextpower Inc. Common Stock shares in Q2 2026, an estimated $53.8K.
  • Root Financial Partners first reported a position in Nextpower Inc. Common Stock in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Nextpower Inc. Common Stock position peaked at $53.8K in Q1 2026.
  • 724 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.