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United Capital Financial Advisors’s Nextpower Inc NXT Stock Holding History

United Capital 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 		$1.12M Buy
9,407
+134
+1% +$16.5K 0.01% 758
2026
Q1 		$1.12M Buy
9,273
+4,539
+96% +$503K 0.01% 719
2025
Q4 		$412K Sell
4,734
-1,542
-25% -$140K ﹤0.01% 1043
2025
Q3 		$464K Buy
+6,276
New +$404K ﹤0.01% 880

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

United Capital Financial Advisors's NXT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Nextpower Inc (NXT) stake by 1.4% in Q2 2026, buying an estimated $16.5K and bringing the position to 9,407 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #758.

United Capital Financial Advisors first reported a position in NXT in Q3 2025 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

  • United Capital Financial Advisors held 9,407 shares of Nextpower Inc worth $1.12M as of Q2 2026.
  • United Capital Financial Advisors bought 134 Nextpower Inc shares in Q2 2026, an estimated $16.5K.
  • Nextpower Inc made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #758 holding.
  • United Capital Financial Advisors first reported a position in Nextpower Inc in Q3 2025 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.