Position in NXT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,079,746
+$443,379 QoQ
Shares Held
9,063
+71.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 715 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NXT Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $2,048,936 across 4 Solar names. NXT ranks #1 (52.7% of the industry book) .
All Filings in NXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,746 | 9,063 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $636,367 | 5,279 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $362,628 | 4,163 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $309,928 | 4,189 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||