Whalen Wealth Management’s Nextpower Inc NXT Stock Holding History

Whalen 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
2025 Q1	–	Sell	-12,308	Closed	-$450K	–	162
2024 Q4	$450K	Buy	+12,308	New	+$451K	0.31%	74

Other funds holding NXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Whalen Wealth Management's NXT Position: Q1 2025 in Review

Whalen Wealth Management sold out of Nextpower Inc (NXT) in Q1 2025, closing a stake of 12,308 shares — an estimated $450K sold.

Whalen Wealth Management first reported a position in NXT in Q4 2024 and held it in 1 quarter. The position peaked at $450K in Q4 2024. 473 funds tracked by Wall St. Rank hold NXT as of Q1 2025.

Whalen Wealth Management reported no remaining Nextpower Inc position as of Q1 2025 after selling out during the quarter.
Whalen Wealth Management sold 12,308 Nextpower Inc shares in Q1 2025, an estimated $450K.
Whalen Wealth Management first reported a position in Nextpower Inc in Q4 2024 and held it in 1 quarter.
Whalen Wealth Management's Nextpower Inc position peaked at $450K in Q4 2024.
473 funds tracked by Wall St. Rank held Nextpower Inc as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.