DaveManuel.com · Institutional Ownership · Who Owns It
NEXTPOWER INC (NXT)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
736
Reporting holders
$19.1B
Reported value
1.2%
Calls
1.4%
Puts
+27
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.5B | 21,140,588 | 0.04% | 8q | -15.0%-$444.6M |
| FMR LLC | $2.2B | 18,753,360 | 0.10% | 14q | -7.4%-$178.2M |
| PRIMECAP MANAGEMENT CO/CA/ | $796.9M | 6,688,767 | 0.47% | 14q | -1.1%-$8.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $775.0M | 6,504,906 | 0.02% | 2q | +1.5%+$11.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $709.6M | 5,956,173 | 0.03% | 2q | -11.2%-$89.2M |
| Invesco Ltd. | $580.0M | 4,868,539 | 0.05% | 14q | +2.7%+$15.4M |
| STATE STREET CORP | $564.8M | 4,741,459 | 0.02% | 14q | -13.2%-$86.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $408.3M | 3,427,333 | 0.07% | 11q | -8.4%-$37.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $407.9M | 3,423,197 | 0.02% | 14q | -22.4%-$117.6M |
| Fundsmith LLP | $340.3M | 2,856,092 | 2.49% | new | NEW |
| Pictet Asset Management Holding SA | $304.8M | 2,562,428 | 0.29% | 12q | -7.2%-$23.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $292.6M | 2,455,745 | 0.03% | 14q | -6.8%-$21.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $243.3M | 2,042,385 | 0.24% | 9q | +72.2%+$102.0M |
| Handelsbanken Fonder AB | $239.9M | 2,013,766 | 0.68% | 14q | HELD |
| UBS Group AG | $231.6M incl. $33.7M options CALL+PUT | 1,661,709 | 0.03% | 14q | +6.0%+$13.1M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $214.1M | 1,796,811 | 0.39% | 2q | +15.3%+$28.4M |
| Jupiter Topco LLC | $203.3M | 1,705,478 | 0.08% | new | FIRST |
| Amundi | $200.0M | 1,678,452 | 0.05% | 11q | +13.4%+$23.6M |
| BANK OF AMERICA CORP /DE/ | $192.3M | 1,613,763 | 0.01% | 14q | +2.9%+$5.4M |
| ALLIANCEBERNSTEIN L.P. | $191.2M | 1,586,056 | 0.06% | 14q | -35.4%-$104.7M |
| DIMENSIONAL FUND ADVISORS LP | $182.9M | 1,536,015 | 0.03% | 12q | -5.8%-$11.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $182.9M incl. $96.5M options CALL+PUT | 725,490 | 0.01% | 14q | +298.6%+$137.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $181.9M | 1,527,051 | 0.02% | 14q | -16.4%-$35.6M |
| MORGAN STANLEY | $164.9M | 1,384,447 | 0.01% | 14q | +8.4%+$12.8M |
| NORGES BANK | $159.7M | 1,340,331 | 0.02% | 12q | -31.7%-$74.1M |
| LORD, ABBETT & CO. LLC | $158.2M | 1,327,839 | 0.45% | 4q | +4.8%+$7.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $156.5M | 1,313,321 | 0.43% | 12q | -2.3%-$3.6M |
| NORTHERN TRUST CORP | $147.6M | 1,239,263 | 0.02% | 14q | -32.1%-$69.8M |
| Driehaus Capital Management LLC | $143.8M | 1,207,194 | 0.83% | 6q | +16.4%+$20.2M |
| DEUTSCHE BANK AG\ | $140.5M | 1,179,256 | 0.04% | 14q | -4.8%-$7.1M |
| JANE STREET GROUP, LLC | $138.9M incl. $135.7M options CALL+PUT | 26,278 | 0.01% | 14q | +221.8%+$95.7M |
| GOLDMAN SACHS GROUP INC | $127.9M | 1,073,644 | 0.01% | 14q | -20.0%-$31.9M |
| EARNEST PARTNERS LLC | $122.3M | 1,026,538 | 0.44% | 10q | -3.0%-$3.8M |
| JPMORGAN CHASE & CO | $118.0M | 1,059,623 | 0.01% | 14q | -11.9%-$15.9M |
| VANGUARD FIDUCIARY TRUST CO | $111.4M | 935,139 | 0.02% | 2q | -7.5%-$9.1M |
| FUNDSMITH INVESTMENT SERVICES LTD. | $107.6M | 903,523 | 2.38% | new | NEW |
| Bank of New York Mellon Corp | $106.9M | 897,587 | 0.02% | 14q | -7.1%-$8.2M |
| ASSETMARK, INC | $104.8M | 879,605 | 0.18% | 10q | +4.6%+$4.6M |
| Robeco Schweiz AG | $103.1M | 865,627 | 1.65% | 7q | +0.9%+$888.7K |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $102.2M | 857,399 | 0.33% | 11q | -22.6%-$29.8M |
| CITADEL ADVISORS LLC | $102.0M incl. $58.3M options CALL+PUT | 366,788 | 0.01% | 14q | +134.7%+$58.5M |
| MARSHALL WACE, LLP | $94.6M | 794,187 | 0.07% | 10q | +1371.5%+$88.2M |
| HRT FINANCIAL LP | $88.1M incl. $440.0K options OPT | 739,072 | 0.16% | new | NEW |
| Point72 Asset Management, L.P. | $83.4M incl. $5.7M options CALL+PUT | 652,316 | 0.09% | 6q | +3036.1%+$80.7M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $80.0M | 671,767 | 0.24% | 4q | -58.6%-$113.3M |
| AMERICAN CENTURY COMPANIES INC | $79.8M | 670,067 | 0.04% | 11q | -3.8%-$3.2M |
| STOREBRAND ASSET MANAGEMENT AS | $78.8M | 661,808 | 0.19% | 13q | +2.2%+$1.7M |
| FIRST TRUST ADVISORS LP | $78.3M | 657,112 | 0.05% | 14q | +24.4%+$15.4M |
| AMERIPRISE FINANCIAL INC | $76.2M | 639,383 | 0.02% | 14q | +44.4%+$23.4M |
| FRANKLIN RESOURCES INC | $74.5M | 625,633 | 0.02% | 14q | +7.0%+$4.9M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $71.6M | 600,671 | 1.18% | 5q | +20.0%+$11.9M |
| Erste Asset Management GmbH | $69.2M | 626,883 | 0.54% | 14q | -6.8%-$5.1M |
| MILLENNIUM MANAGEMENT LLC | $69.0M incl. $7.7M options CALL+PUT | 513,887 | 0.02% | 6q | +1708.1%+$65.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $66.0M | 554,176 | 0.13% | 13q | -18.8%-$15.3M |
| Balyasny Asset Management L.P. | $65.0M | 545,312 | 0.08% | 5q | +11441.0%+$64.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $61.5M | 515,851 | 0.05% | 4q | +129.8%+$34.7M |
| Impax Asset Management Group plc | $60.1M | 504,320 | 0.39% | 2q | +187.1%+$39.2M |
| IMC-Chicago, LLC | $59.3M CALL+PUT | options only | 0.01% | 10q | OPTIONS |
| Granahan Investment Management, LLC | $59.1M | 495,938 | 2.11% | 8q | +16.8%+$8.5M |
| PRINCIPAL FINANCIAL GROUP INC | $55.0M | 461,609 | 0.03% | 12q | +2.5%+$1.3M |
| SCOPUS ASSET MANAGEMENT, L.P. | $54.7M incl. $8.9M options PUT | 383,877 | 0.77% | 5q | +171.8%+$34.6M |
| NEW YORK STATE COMMON RETIREMENT FUND | $53.1M | 445,656 | 0.07% | 14q | +10.8%+$5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $52.4M | 439,844 | 0.01% | 12q | +54.1%+$18.4M |
| Nuveen, LLC | $51.0M | 428,469 | 0.01% | 6q | -54.3%-$60.5M |
| WELLS FARGO & COMPANY/MN | $50.0M | 420,071 | 0.01% | 14q | -4.0%-$2.1M |
| Holocene Advisors, LP | $49.5M | 415,292 | 0.11% | new | NEW |
| Legal & General Group Plc | $48.7M | 408,849 | 0.01% | 14q | +13.9%+$5.9M |
| RHUMBLINE ADVISERS | $45.3M | 380,110 | 0.03% | 14q | -15.4%-$8.2M |
| FEDERATED HERMES, INC. | $44.8M | 376,329 | 0.06% | 12q | -18.9%-$10.5M |
| NEUBERGER BERMAN GROUP LLC | $44.3M | 371,447 | 0.03% | 11q | -19.3%-$10.6M |
| BNP PARIBAS FINANCIAL MARKETS | $43.4M | 364,177 | 0.02% | 7q | +33.5%+$10.9M |
| Allianz Asset Management GmbH | $40.4M | 339,264 | 0.03% | 14q | +21.7%+$7.2M |
| FIL Ltd | $40.3M | 338,354 | 0.03% | 4q | +26.1%+$8.4M |
| DekaBank Deutsche Girozentrale | $38.5M | 320,263 | 0.06% | 14q | HELD |
| Grantham, Mayo, Van Otterloo & Co. LLC | $37.8M | 316,913 | 0.09% | 9q | +32.0%+$9.2M |
| Aventail Capital Group, LP | $37.1M | 311,119 | 2.13% | 3q | +35.2%+$9.6M |
| Man Group plc | $35.9M | 301,699 | 0.06% | 6q | +26.8%+$7.6M |
| One Fin Capital Management LP | $35.7M | 300,000 | 11.54% | 4q | HELD |
| Squarepoint Ops LLC | $35.6M incl. $2.2M options CALL+PUT | 279,700 | 0.04% | 14q | -23.8%-$11.1M |
| Swiss National Bank | $34.6M | 290,520 | 0.02% | 13q | -1.1%-$369.3K |
| Qube Research & Technologies Ltd | $34.2M | 287,114 | 0.03% | new | NEW |
| Encompass Capital Advisors LLC | $33.4M | 280,000 | 1.19% | 7q | -42.2%-$24.3M |
| SEI INVESTMENTS CO | $33.3M | 279,241 | 0.03% | 14q | -9.3%-$3.4M |
| RAYMOND JAMES FINANCIAL INC | $32.0M | 268,356 | 0.01% | 7q | +58.6%+$11.8M |
| California Public Employees Retirement System | $30.9M | 259,327 | 0.02% | 10q | +5.4%+$1.6M |
| CREDIT AGRICOLE S A | $30.4M | 255,098 | 0.06% | 12q | +24.5%+$6.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $29.2M | 245,112 | 0.04% | 6q | +7.0%+$1.9M |
| VICTORY CAPITAL MANAGEMENT INC | $29.1M | 244,539 | 0.02% | 14q | +2.0%+$563.2K |
| TD Asset Management Inc | $28.2M | 236,436 | 0.02% | 2q | -4.9%-$1.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $27.2M | 228,588 | 0.02% | 14q | -66.0%-$52.8M |
| COOKSON PEIRCE & CO INC | $27.1M | 227,567 | 0.89% | 2q | HELD |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $25.7M | 216,111 | 0.13% | 7q | +8.6%+$2.0M |
| Walleye Trading LLC | $25.5M incl. $25.2M options CALL+PUT | 2,406 | 0.03% | 12q | -67.0%-$51.6M |
| STRS OHIO | $25.3M | 212,130 | 0.09% | 12q | +40.6%+$7.3M |
| Goodman Financial Corp | $25.1M | 210,629 | 3.88% | 6q | -15.1%-$4.5M |
| Merewether Investment Management, LP | $23.2M | 194,705 | 0.44% | 5q | +46.2%+$7.3M |
| AGF MANAGEMENT LTD | $23.2M | 194,588 | 0.09% | 2q | +185.0%+$15.0M |
| OP Asset Management Ltd | $22.8M | 191,574 | 0.24% | 6q | +507.2%+$19.1M |
| Russell Investments Group, Ltd. | $21.9M | 183,421 | 0.02% | 14q | +4.6%+$970.3K |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $21.6M | 181,000 | 0.96% | 6q | +26.6%+$4.5M |
Showing the largest 100 of 737 reported holders. The count of 736 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-28 | 2026-10-26 | Directors or officers departed or appointed | filing |
| 2026-08-19 | 2026-08-18 | Charter or bylaws amended | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-26 | Wenger Howard | President | Sold | 62,670 | $8.2M ×5 |
| 2026-08-10 | SHUGAR DANIEL S | Chief Executive Officer | Sold | 67,636 | $7.0M ×3 |
| 2026-05-26 | SHUGAR DANIEL S | Chief Executive Officer | Sold | 26,077 | $3.5M |
| 2026-05-29 | Miller Nicholas Marco | Chief Operating Officer | Sold | 22,427 | $3.5M |
| 2026-05-20 | Miller Nicholas Marco | Chief Operating Officer | Sold | 24,511 | $3.1M |
| 2026-05-20 | Wenger Howard | President | Sold | 16,090 | $2.0M |
| 2026-08-11 | Wenger Howard | President | Sold | 11,176 | $1.2M |
| 2026-05-22 | Wenger Howard | President | Sold | 9,051 | $1.1M |
| 2026-06-01 | BOYNTON CHARLES D | Chief Financial Officer | Sold | 4,500 | $683.1K |
| 2026-08-19 | Thomas Brandi Elizabeth | Director | Sold | 7,415 | $676.6K |
| 2026-05-26 | LEDESMA BRUCE | Chief Legal & Compliance Ofc | Sold | 3,248 | $437.6K |
| 2026-09-01 | BOYNTON CHARLES D | Chief Financial Officer | Sold | 4,500 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 178 | $500.7M | 6,412,258 | 24 | 53 | 59 | 0.0% |
| Q2 2026 | 736 | $19.1B | 155,926,840 | 117 | 235 | 250 | 2.6% |
| Q1 2026 | 709 | $19.2B | 156,494,084 | 143 | 215 | 213 | 2.5% |
| Q4 2025 | 623 | $14.5B | 151,379,670 | 111 | 179 | 204 | 9.1% |
| Q3 2025 | 560 | $11.7B | 144,145,912 | 115 | 207 | 147 | 9.0% |
| Q2 2025 | 524 | $8.4B | 142,894,658 | 101 | 153 | 172 | 7.3% |
| Q1 2025 | 475 | $6.4B | 147,106,571 | 100 | 155 | 123 | 2.7% |
| Q4 2024 | 440 | $5.7B | 150,536,241 | 72 | 120 | 141 | 2.7% |
| Q3 2024 | 423 | $5.7B | 145,972,125 | 67 | 171 | 110 | 3.2% |
| Q2 2024 | 448 | $7.0B | 144,305,737 | 93 | 161 | 134 | 3.5% |
| Q1 2024 | 460 | $8.4B | 145,292,165 | 250 | 147 | 45 | 2.3% |
| Q4 2023 | 238 | $3.7B | 74,151,326 | 80 | 87 | 51 | 4.9% |
| Q3 2023 | 180 | $2.8B | 68,471,546 | 45 | 85 | 38 | 1.0% |
| Q2 2023 | 162 | $2.8B | 70,187,808 | 63 | 64 | 23 | 1.6% |
| Q1 2023 | 126 | $1.9B | 52,061,632 | 127 | 0 | 0 | 0.8% |