13FPulse
NX

NXT NEXTPOWER INC-CL A

2026Q2 · CUSIP 65290E101 · Solar & Clean Energy · Sector: Semiconductors

Cooling

Net holder growth weakened from last quarter

Funds that own it
704
Institutions that reported holding it to the SEC
Net increase in holders
+15
Last quarter 689 → now 704
How unusual is that
Above average
Stronger buying than 78% of US stocks
What the filings say, in one paragraph

704 funds held NXT at the end of 2026Q2, up 15 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $3.6B(YoY +17.0%), the P/E is 21.3x, return on equity is 23.2%. NXT has had 9 buying rushes in its history, and the price moved +13.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Solar & Clean Energy.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2023Q2: holders=160 2023Q3: holders=177 2023Q4: holders=231 2024Q1: holders=451 2024Q2: holders=444 2024Q3: holders=413 2024Q4: holders=437 2025Q1: holders=471 2025Q2: holders=512 2025Q3: holders=545 2025Q4: holders=604 2026Q1: holders=689 2026Q2: holders=704 -220 -110 +0 +110 +220 144442740 23Q223Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5% -14.5%
2025Q4 Top 10% -5.9% +8.1%
2025Q3 Top 10% +3.8% +29.8%
2025Q2 Top 10% +11.7% +38.5%
2025Q1 Top 5% +13.7% +14.1%
2024Q1 Top 1% in the market +7.2% -8.9%
2023Q4 Top 10% -13.7% -26.7%
2023Q3 Top 20% +21.5% +54.1%
2023Q2 Top 5% +0.5% -1.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
264
Change in large funds
+24
Total value they hold
$18.5B
Funds buying for the first time
129
Funds that sold out entirely
114
Price change that quarter
-38.6%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
21

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
21.3
EPS (TTM)
$3.87
EPS YoY
+5.5%
Revenue (TTM)
$3.6B
Revenue YoY
+17.0%
Net margin
16.4%
ROE
23.2%
Debt ratio
40.0%
FCF (TTM)
$549M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2023-06-30: EPS 0.43 2023-09-29: EPS 0.55 2023-12-31: EPS 0.87 2024-03-31: EPS 1.52 2024-06-28: EPS 0.84 2024-09-27: EPS 0.79 2024-12-31: EPS 0.79 2025-03-31: EPS 1.05 2025-06-27: EPS 1.04 2025-09-26: EPS 0.97 2025-12-31: EPS 0.85 2026-03-31: EPS 0.98 2026-07-03: EPS 1.07 0M 468M 935M $M 0.00 0.84 1.67 2022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 17 8 24 39 202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-42M93M227M 20222023202420252026
Latest quarter $154M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-03 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.