W.G. Shaheen & Associates DBA Whitney & Co
Position in NUAI — New ERA Energy & Digital, Inc.
CIK 1577001
ROCHESTER, NY
Position in NUAI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$56,840
+$15,820 QoQ
Shares Held
14,000
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NUAI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $50,513,949 across 4 Software - Infrastructure names. NUAI ranks #4 (0.1% of the industry book) .
All Filings in NUAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,840 | 14,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $41,020 | 14,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $113,068 | 61,450 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||