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Sheets Smith Wealth Management’s Nextpower Inc. Common Stock NXT Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-7,500
Closed -$422K – 394
2024
Q1 		$422K Buy
+7,500
New +$399K 0.05% 274

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheets Smith Wealth Management's NXT Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Nextpower Inc. Common Stock (NXT) in Q2 2024, closing a stake of 7,500 shares — an estimated $422K sold.

Sheets Smith Wealth Management first reported a position in NXT in Q1 2024 and held it in 1 quarter. The position peaked at $422K in Q1 2024. 445 funds tracked by Wall St. Rank hold NXT as of Q2 2024.

  • Sheets Smith Wealth Management reported no remaining Nextpower Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,500 Nextpower Inc. Common Stock shares in Q2 2024, an estimated $422K.
  • Sheets Smith Wealth Management first reported a position in Nextpower Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Nextpower Inc. Common Stock position peaked at $422K in Q1 2024.
  • 445 funds tracked by Wall St. Rank held Nextpower Inc. Common Stock as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.