TWD
NXXT

True Wealth Design’s NextNRG Inc NXXT Stock Holding History

True Wealth Design’s Portfolio NXXT Stock Details NXXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$26 – 2931
2026
Q1 		$26 Buy
+63
New +$50 ﹤0.01% 2626
2025
Q4 		– Sell
-28
Closed -$52 – 2877
2025
Q3 		$52 Buy
+28
New +$49 ﹤0.01% 2568

Other funds holding NXXT

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's NXXT Position: Q2 2026 in Review

True Wealth Design sold out of NextNRG Inc (NXXT) in Q2 2026, closing a stake of 63 shares — an estimated $26 sold.

True Wealth Design first reported a position in NXXT in Q3 2025 and held it in 2 quarters. The position peaked at $52 in Q3 2025. 11 funds tracked by Wall St. Rank hold NXXT as of Q2 2026.

  • True Wealth Design reported no remaining NextNRG Inc position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 63 NextNRG Inc shares in Q2 2026, an estimated $26.
  • True Wealth Design first reported a position in NextNRG Inc in Q3 2025 and held it in 2 quarters.
  • True Wealth Design's NextNRG Inc position peaked at $52 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held NextNRG Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.