NEXT β€” NEXTDECADE

Ownership history in SL ADVISORS, LLC  Β·  21 quarters on record

AI Ownership Summary

SL ADVISORS, LLC reported NEXTDECADE (NEXT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 15.41% in 2025 Q2. The latest visible filing shows NEXT at 9.96% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SL ADVISORS, LLC's position in NEXTDECADE, 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
2025 Q4

NEXT was reported at 9.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.41% 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
2023 Q4 to 2025 Q4

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 SL ADVISORS, LLC held NEXT β€” position size vs. price
% of Fund (quarterly)    NEXT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 922,889 -4,495 -0.5% 9.96% $4.9M 2026-02-14 (Est.) $5.20
2025 Q3 REDUCED 927,384 -32,895 -3.4% 12.39% $6.3M 2025-10-20 $6.14
2025 Q2 ADDED 960,279 +86,500 +9.9% 15.41% $8.6M 2025-07-22 $11.09
2025 Q1 ADDED 873,779 +20,250 +2.4% 11.89% $6.8M 2025-04-29 $7.78
2024 Q4 ADDED 853,529 +30,000 +3.6% 10.88% $6.6M 2025-01-08 $7.82
2024 Q3 ADDED 823,529 +39,830 +5.1% 6.98% $3.9M 2024-10-08 $5.13
2024 Q2 ADDED 783,699 +92,037 +13.3% 12.30% $6.2M 2024-08-14 $4.84
2024 Q1 ADDED 691,662 +173,951 +33.6% 7.74% $3.9M 2024-05-13 $6.47
2023 Q4 ADDED 517,711 +14,056 +2.8% 5.31% $2.5M 2024-01-09 $4.43
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NEXT

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.03%

FAQ About SL ADVISORS, LLC and NEXT

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

How long has SL ADVISORS, LLC reported owning NEXT?

SL ADVISORS, LLC reported NEXT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEXT position in SL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NEXT was 15.41% in 2025 Q2.

What is the latest reported NEXT position on this page?

The most recent filing on this page is 2025 Q4, when SL ADVISORS, LLC reported 922,889 shares, equal to 9.96% of portfolio, with an estimated market value of $4.9M.

What does the chart on this NEXT ownership page compare?

The chart compares SL ADVISORS, LLC'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.

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