WP
NXXT

WealthPLAN Partners’s NextNRG Inc NXXT Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-507
Closed -$2.94K – 1407
2023
Q1 		$2.94K Hold
507
– – ﹤0.01% 1081
2022
Q4 		$4.62K Buy
+507
New +$5.08K ﹤0.01% 394

Other funds holding NXXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPLAN Partners's NXXT Position: Q2 2023 in Review

WealthPLAN Partners sold out of NextNRG Inc (NXXT) in Q2 2023, closing a stake of 507 shares — an estimated $2.94K sold.

WealthPLAN Partners first reported a position in NXXT in Q4 2022 and held it in 2 quarters. The position peaked at $4.62K in Q4 2022. 5 funds tracked by Wall St. Rank hold NXXT as of Q2 2023.

  • WealthPLAN Partners reported no remaining NextNRG Inc position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 507 NextNRG Inc shares in Q2 2023, an estimated $2.94K.
  • WealthPLAN Partners first reported a position in NextNRG Inc in Q4 2022 and held it in 2 quarters.
  • WealthPLAN Partners's NextNRG Inc position peaked at $4.62K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held NextNRG Inc as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.