WIM
NXXT

WealthPlan Investment Management’s NextNRG Inc NXXT Stock Holding History

WealthPlan Investment Management’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
2023
Q1 		– Sell
-507
Closed -$4.57K – 588
2022
Q4 		$4.57K Hold
507
– – ﹤0.01% 393
2022
Q3 		$4K Buy
+507
New +$7.47K ﹤0.01% 372

Other funds holding NXXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPlan Investment Management's NXXT Position: Q1 2023 in Review

WealthPlan Investment Management sold out of NextNRG Inc (NXXT) in Q1 2023, closing a stake of 507 shares — an estimated $4.57K sold.

WealthPlan Investment Management first reported a position in NXXT in Q3 2022 and held it in 2 quarters. The position peaked at $4.57K in Q4 2022. 11 funds tracked by Wall St. Rank hold NXXT as of Q1 2023.

  • WealthPlan Investment Management reported no remaining NextNRG Inc position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 507 NextNRG Inc shares in Q1 2023, an estimated $4.57K.
  • WealthPlan Investment Management first reported a position in NextNRG Inc in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's NextNRG Inc position peaked at $4.57K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held NextNRG Inc as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.