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Sequoia Financial Advisors’s Nextpower Inc NXT Stock Holding History

Sequoia Financial Advisors’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 		$366K Buy
3,076
+527
+21% +$65K ﹤0.01% 1538
2026
Q1 		$307K Sell
2,549
-1,478
-37% -$164K ﹤0.01% 1561
2025
Q4 		$351K Buy
+4,027
New +$365K ﹤0.01% 1473
2024
Q3 		– Sell
-15,155
Closed -$710K – 1348
2024
Q2 		$710K Buy
15,155
+44
+0.3% +$2.19K 0.01% 578
2024
Q1 		$850K Buy
+15,111
New +$804K 0.01% 515

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

Sequoia Financial Advisors's NXT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Nextpower Inc (NXT) stake by 21% in Q2 2026, buying an estimated $65K and bringing the position to 3,076 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Sequoia Financial Advisors first reported a position in NXT in Q1 2024 and has held it in 5 quarters since. The position peaked at $850K in Q1 2024. 719 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

  • Sequoia Financial Advisors held 3,076 shares of Nextpower Inc worth $366K as of Q2 2026.
  • Sequoia Financial Advisors bought 527 Nextpower Inc shares in Q2 2026, an estimated $65K.
  • Nextpower Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1538 holding.
  • Sequoia Financial Advisors first reported a position in Nextpower Inc in Q1 2024 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Nextpower Inc position peaked at $850K in Q1 2024.
  • 719 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.