Venturi Wealth Management’s Nextpower Inc NXT Stock Holding History

Venturi 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
2026 Q2	$369K	Hold	3,101	–	–	0.01%	452
2026 Q1	$374K	Hold	3,101	–	–	0.02%	418
2025 Q4	$270K	Hold	3,101	–	–	0.01%	481
2025 Q3	$229K	Buy	+3,101	New	+$200K	0.01%	510
2025 Q1	–	Sell	-3,183	Closed	-$116K	–	1421
2024 Q4	$116K	Buy	3,183 +3,101	+3,782%	+$114K	0.01%	710
2024 Q3	$3.07K	Hold	82	–	–	﹤0.01%	1595
2024 Q2	$3.85K	Buy	+82	New	+$4.08K	﹤0.01%	1275
2023 Q2	–	Sell	-33	Closed	-$1.2K	–	1208
2023 Q1	$1.2K	Buy	+33	New	+$1.04K	﹤0.01%	1089

Other funds holding NXT

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Venturi Wealth Management's NXT Position: Q2 2026 in Review

Venturi Wealth Management held its Nextpower Inc (NXT) position steady in Q2 2026 at 3,101 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #452.

Venturi Wealth Management first reported a position in NXT in Q1 2023 and has held it in 8 quarters since. The position peaked at $374K in Q1 2026. 113 funds tracked by Wall St. Rank hold NXT as of Q2 2026.

Venturi Wealth Management held 3,101 shares of Nextpower Inc worth $369K as of Q2 2026.
Venturi Wealth Management left its Nextpower Inc share count unchanged in Q2 2026.
Nextpower Inc made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #452 holding.
Venturi Wealth Management first reported a position in Nextpower Inc in Q1 2023 and has held it in 8 quarters since.
Venturi Wealth Management's Nextpower Inc position peaked at $374K in Q1 2026.
113 funds tracked by Wall St. Rank held Nextpower Inc as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.