WC
NUAI

Whitney & Co’s New Era Energy & Digital Inc NUAI Stock Holding History

Whitney & Co’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
2026
Q2 		$89.3K Hold
14,000
– – 0.01% 176
2026
Q1 		$56.8K Hold
14,000
– – ﹤0.01% 173
2025
Q4 		$41K Sell
14,000
-47,450
-77% -$192K ﹤0.01% 171
2025
Q3 		$113K Buy
+61,450
New +$34K 0.01% 141

Other funds holding NUAI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Whitney & Co's NUAI Position: Q2 2026 in Review

Whitney & Co held its New Era Energy & Digital Inc (NUAI) position steady in Q2 2026 at 14,000 shares worth $89.3K. The position accounts for 0.01% of the portfolio, ranked #176.

Whitney & Co first reported a position in NUAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $113K in Q3 2025. 24 funds tracked by Wall St. Rank hold NUAI as of Q2 2026.

  • Whitney & Co held 14,000 shares of New Era Energy & Digital Inc worth $89.3K as of Q2 2026.
  • Whitney & Co left its New Era Energy & Digital Inc share count unchanged in Q2 2026.
  • New Era Energy & Digital Inc made up 0.01% of Whitney & Co's portfolio in Q2 2026, its #176 holding.
  • Whitney & Co first reported a position in New Era Energy & Digital Inc in Q3 2025 and has held it in 4 quarters since.
  • Whitney & Co's New Era Energy & Digital Inc position peaked at $113K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held New Era Energy & Digital Inc as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.