WOC
NUAI

West Oak Capital’s New Era Energy & Digital Inc NUAI Stock Holding History

West Oak Capital’s Portfolio NUAI Stock Details NUAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,532
Closed -$1.41M – 320
2024
Q4 		$1.41M Buy
+23,532
New +$95.8K 0.05% 128

Other funds holding NUAI

SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

West Oak Capital's NUAI Position: Q1 2025 in Review

West Oak Capital sold out of New Era Energy & Digital Inc (NUAI) in Q1 2025, closing a stake of 23,532 shares — an estimated $1.41M sold.

West Oak Capital first reported a position in NUAI in Q4 2024 and held it in 1 quarter. The position peaked at $1.41M in Q4 2024. 9 funds tracked by Wall St. Rank hold NUAI as of Q1 2025.

  • West Oak Capital reported no remaining New Era Energy & Digital Inc position as of Q1 2025 after selling out during the quarter.
  • West Oak Capital sold 23,532 New Era Energy & Digital Inc shares in Q1 2025, an estimated $1.41M.
  • West Oak Capital first reported a position in New Era Energy & Digital Inc in Q4 2024 and held it in 1 quarter.
  • West Oak Capital's New Era Energy & Digital Inc position peaked at $1.41M in Q4 2024.
  • 9 funds tracked by Wall St. Rank held New Era Energy & Digital Inc as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.