Powell Investment Advisors, LLC NNE NANO NUCLEAR ENERGY INC

Ownership history in Powell Investment Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Powell Investment Advisors, LLC reported NANO NUCLEAR ENERGY INC (NNE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.52% in 2025 Q3. The latest visible filing shows NNE at 0.27% 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 NNE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Powell Investment Advisors, LLC's position in NANO NUCLEAR ENERGY INC, 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

NNE was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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.

How Powell Investment Advisors, LLC held NNE — position size vs. price
% of Fund (quarterly)    NNE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 38,614 0% 0.27% $791K 2026-04-23 $25.33
2025 Q4 UNCHANGED 38,614 0% 0.32% $927K 2026-02-09 $28.52
2025 Q3 UNCHANGED 38,614 0% 0.52% $1.5M 2025-11-13 $33.70
2025 Q2 ADDED 38,614 +14,431 +59.7% 0.50% $1.3M 2025-07-22 $34.25
2025 Q1 UNCHANGED 24,183 0% 0.31% $640K 2025-05-09 $24.06
2024 Q4 INITIATED 24,183 0.28% $602K 2025-01-29 $36.54

FAQ About Powell Investment Advisors, LLC and NNE

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

How long has Powell Investment Advisors, LLC reported owning NNE?

Powell Investment Advisors, LLC reported NNE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NNE position in Powell Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for NNE was 0.52% in 2025 Q3.

What is the latest reported NNE position on this page?

The most recent filing on this page is 2026 Q1, when Powell Investment Advisors, LLC reported 38,614 shares, equal to 0.27% of portfolio, with an estimated market value of $791K.

What does the chart on this NNE ownership page compare?

The chart compares Powell Investment Advisors, LLC's quarterly NNE 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.

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