WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NEXT — NEXTDECADE CORP

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported NEXTDECADE CORP (NEXT) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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
2025 Q3

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

High-water mark
Peak Conviction
0.0% 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
2024 Q3 to 2025 Q3

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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 20,222 +2,686 +15.3% 0.00% $150K 2025-10-29 $5.87
2025 Q2 ADDED — — — 17,536 +1,675 +10.6% 0.00% $160K 2025-07-10 $9.21
2025 Q1 REDUCED — — — 15,861 -459 -2.8% 0.00% $123K 2025-04-16 $7.46
2024 Q4 UNCHANGED — — — 16,320 — 0% 0.00% $77K 2025-01-10 $7.88
2024 Q3 INITIATED — — — 16,320 — — 0.00% $77K 2024-10-24 $5.79

🏢 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 WEALTH ENHANCEMENT ADVISORY SERVICES, 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning NEXT?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported NEXT across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported NEXT position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for NEXT was 0.00% in 2025 Q2.

What is the latest reported NEXT position on this page?

The most recent filing on this page is 2025 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 20,222 shares, equal to 0.00% of portfolio, with an estimated market value of $150K.

What does the chart on this NEXT ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, 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.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their NEXT position?

Based on 13F filing dates vs. subsequent NEXT price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on NEXT relative to SPY over the holding period was -15.4%.

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