§ ENERGY
USD · EnergyNEXT
NEXTDECADE CORP
USDSector · EnergyBeta · 1.59
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
140 increased/new, 55 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 14.64 | EPS (TTM) | -1.34 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 23.0M | 0.0% | +8% |
| Mubadala Investment Co PJSC | 14.2M | 0.5% | ±0% |
| Man Investment Partners (US) LP | 9.3M | 84.3% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.9M | n/a | n/a |
| Catalyst Capital Advisors LLC | 5.2M | 0.7% | +12% |
| Geode Capital Management | 4.0M | 0.0% | +16% |
◇ AC INTELLIGENCE
Top institutional owners for NEXT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER92.0% · 0 holders
OTHER4.5% · 148 holders
PASSIVE / INDEX1.7% · 8 holders
TACTICAL / MACRO0.7% · 5 holders
DEALER / BANK0.7% · 23 holders
SYSTEMATIC / QUANT0.3% · 11 holders
QUALITY / COMPOUNDER0.1% · 10 holders
ACTIVIST0.0% · 1 holder
INCOME / DEFENSIVE0.0% · 9 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for NEXT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
NEXT
ARTICLE5M
Tim Cook Steps Down as CEO, Ternus Takes Apple's Top Job (Apr 21)
NEXT
ARTICLE5M
Hormuz, Closed Again: Monday Opens Into A Tape That Just Partied on the Wrong News (Apr 19)
NEXT
ARTICLE5M