HolderBook

NEXTPOWER INC (NXT)

Institutional ownership reported to the SEC as of Q3 2026, across 15 quarters.

20
Reporting holders
$15.5M
Reported value
0.0%
Calls
0.0%
Puts
-710
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
NORTH POINT PORTFOLIO MANAGERS CORP/OH$9.3M119,1621.56%9q-1.8%-$165.5K
MOODY NATIONAL BANK TRUST DIVISION$2.3M28,9860.19%5q-0.7%-$17.1K
Green Alpha Advisors, LLC$1.9M24,6331.30%11q+4.1%+$75.0K
PRIVATE CLIENT SERVICES, LLC$686.6K8,8100.18%6q+7.7%+$49.1K
Farther Finance Advisors, LLC$604.6K7,7580.00%12q+11.6%+$62.7K
GAMMA Investing LLC$420.5K5,3960.01%12q-2.4%-$10.5K
Central Pacific Bank - Trust Division$208.6K2,6770.02%8q+104.8%+$106.8K
Versant Capital Management, Inc$23.2K2980.00%8q-6.6%-$1.6K
ARMSTRONG ADVISORY GROUP, INC$19.9K2550.00%9qHELD
Bullock Wealth Management Group$12.2K1530.01%5qHELD
TOTH FINANCIAL ADVISORY CORP$8.6K1100.00%2q+1275.0%+$7.9K
MassMutual Private Wealth & Trust, FSB$7.7K990.00%11q-41.1%-$5.4K
Rosenberg Matthew Hamilton$2.8K360.00%11qHELD
CoreCap Advisors, LLC$2.6K340.00%4qHELD
ELEVATION WEALTH PARTNERS, LLC$2.0K260.00%newNEW
Retirement Wealth Solutions LLC$1.4K180.00%4q+5.9%
GK Wealth Management LLC$1.2K150.00%newNEW
Trust Co$46860.00%4qHELD
Davis Capital Management$15620.00%newNEW
Planning Strategies Inc.$15620.00%2q-50.0%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613G/AFMR LLCwith 1 co-filers12.4%
2026-07-2913G/ABlackRock, Inc.11.9%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-26Wenger HowardPresidentSold62,670$8.2M ×5
2026-08-10SHUGAR DANIEL SChief Executive OfficerSold67,636$7.0M ×3
2026-05-26SHUGAR DANIEL SChief Executive OfficerSold26,077$3.5M
2026-05-29Miller Nicholas MarcoChief Operating OfficerSold22,427$3.5M
2026-05-20Miller Nicholas MarcoChief Operating OfficerSold24,511$3.1M
2026-05-20Wenger HowardPresidentSold16,090$2.0M
2026-08-11Wenger HowardPresidentSold11,176$1.2M
2026-05-22Wenger HowardPresidentSold9,051$1.1M
2026-06-01BOYNTON CHARLES DChief Financial OfficerSold4,500$683.1K
2026-08-19Thomas Brandi ElizabethDirectorSold7,415$676.6K
2026-05-26LEDESMA BRUCEChief Legal & Compliance OfcSold3,248$437.6K
2026-09-01BOYNTON CHARLES DChief Financial OfficerSold4,500$359.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202620$15.5M198,4763660.0%
Q2 2026730$19.9B162,782,7861192352432.8%
Q1 2026700$19.4B157,727,0981412122082.5%
Q4 2025620$14.5B151,930,8301111782039.0%
Q3 2025558$11.7B143,861,5961152071459.1%
Q2 2025522$8.4B142,499,8061011521717.3%
Q1 2025473$6.3B146,244,1421001541232.8%
Q4 2024438$5.6B149,455,353721201402.7%
Q3 2024422$5.6B144,785,011671701103.3%
Q2 2024447$7.0B143,386,714931611333.5%
Q1 2024457$8.3B144,545,408248146452.3%
Q4 2023237$3.6B73,550,7908087504.9%
Q3 2023179$2.8B67,823,3164584381.0%
Q2 2023161$2.8B69,578,3106264231.6%
Q1 2023125$1.9B52,047,591126000.8%