Cetera Investment Advisers NEXT — NEXTDECADE CORP

Ownership history in Cetera Investment Advisers  ·  4 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported NEXTDECADE CORP (NEXT) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows NEXT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NEXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Investment Advisers's position in NEXTDECADE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NEXT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEXT stock page Cetera Investment Advisers fund profile Cetera Investment Advisers full holdings
How Cetera Investment Advisers held NEXT — position size vs. price
% of Fund (quarterly)    NEXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 126,676 +107,583 +563.5% 0.00% $970K 2026-05-13 $8.54
2025 Q3 REDUCED 95.0% -20.3% ✅ 19,093 -359,310 -95.0% 0.00% $130K 2025-11-14 $6.06
2025 Q2 ADDED — — — 378,403 +114,408 +43.3% 0.01% $3.4M 2025-08-08 $10.34
2025 Q1 INITIATED — — — 263,995 — — 0.00% $2.1M 2025-05-06 $7.33

🏢 Other funds also holding NEXT

As of 2026 Q1 — sorted by position size

VALINOR MANAGEMENT, L.P. 3Y 7Y 100.0% Man Investment Partners (US) LP 84.28% BARDIN HILL MANAGEMENT PARTNERS LP 3Y 7Y 78.44% SL ADVISORS, LLC 3Y 7Y 12.8% Ripple Effect Asset Management LP 2.81% Freshford Capital Management, LLC 3Y 7Y 2.11% Ripple Effect Asset Management LP 1.51% Wolf Hill Capital Management, LP 3Y 1.31% ELCO Management Co., LLC 3Y 7Y 0.84% Catalyst Capital Advisors LLC 3Y 7Y 0.74%

FAQ About Cetera Investment Advisers and NEXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cetera Investment Advisers reported owning NEXT?

Cetera Investment Advisers reported NEXT across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported NEXT position in Cetera Investment Advisers's portfolio?

The largest reported portfolio weight for NEXT was 0.01% in 2025 Q2.

What is the latest reported NEXT position on this page?

The most recent filing on this page is 2026 Q1, when Cetera Investment Advisers reported 126,676 shares, equal to 0.00% of portfolio, with an estimated market value of $970K.

What does the chart on this NEXT ownership page compare?

The chart compares Cetera Investment Advisers's quarterly NEXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cetera Investment Advisers time their NEXT position?

Based on 13F filing dates vs. subsequent NEXT price moves, Cetera Investment Advisers correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on NEXT relative to SPY over the holding period was -92.7%.

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