1 tracked superinvestor hold NEXTPOWER INC (NXT), worth $108M combined, led by Terry Smith. Smart money is accumulating NXT as of the latest 13F filings.
Current price
$84.50
Nextpower, Inc. engages in the provision of integrated solar tracker and software solutions used in utility-scale and ground-mounted distributed generation solar projects. Its products enable solar panels in utility-scale power plants to follow the sun's movement across the sky and optimize plant performance. The company was founded by Daniel S. Shugar, Alexander Au, Nicholas Miller, Michael…
Market cap
$17.8B
P/E
30.59
Div yield
0.0%
Revenue YoY
20.3%
Analyst target
$149
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$108M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating NXT: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
NEXTPOWER INC (NXT) is held by 1 tracked funds worth $108M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Terry Smith at 2.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Terry Smith), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 2.4% | $108M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $677K of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Thomas Brandi Elizabeth | Director | 7,415 | $677K | 2026-08-19 |
Which superinvestors own NXT?
1 tracked funds hold NEXTPOWER INC (NXT), the largest being Terry Smith (Fundsmith) at 2.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NXT?
In the most recent 13F quarter, 1 tracked fund added or opened NXT and 0 trimmed it, including 1 brand-new position.
How much NXT do tracked funds hold?
Combined disclosed long exposure to NXT across tracked superinvestors is $108M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.