SWA
NUAI

SFMG Wealth Advisors’s New Era Energy & Digital Inc NUAI Stock Holding History

SFMG Wealth Advisors’s Portfolio NUAI Stock Details NUAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$346K Buy
54,196
+31,996
+144% +$155K 0.02% 234
2026
Q1 		$90.1K Buy
+22,200
New +$111K 0.01% 314

Other funds holding NUAI

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFMG Wealth Advisors's NUAI Position: Q2 2026 in Review

SFMG Wealth Advisors increased its New Era Energy & Digital Inc (NUAI) stake by 144% in Q2 2026, buying an estimated $155K and bringing the position to 54,196 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #234.

SFMG Wealth Advisors first reported a position in NUAI in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold NUAI as of Q2 2026.

  • SFMG Wealth Advisors held 54,196 shares of New Era Energy & Digital Inc worth $346K as of Q2 2026.
  • SFMG Wealth Advisors bought 31,996 New Era Energy & Digital Inc shares in Q2 2026, an estimated $155K.
  • New Era Energy & Digital Inc made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • SFMG Wealth Advisors first reported a position in New Era Energy & Digital Inc in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held New Era Energy & Digital Inc as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.