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Livermore
ZHEN

New ERA Energy & Digital, Inc.

NUAI
Exchange
Nasdaq
Industry
Crude Petroleum & Natural Gas
SEC CIK
0002028336

No open-market purchases or sales by New ERA Energy & Digital, Inc. insiders were filed in the last 90 days; 127 institutions reported holding it in 13F filings for Q2 2026, worth $348.8M in total; no superinvestor holds it.

Other share classesNUAIW

13F holders, Q4 2025

Institutional positions in New ERA Energy & Digital, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
54
+30 vs. Q3 2025
Shares held
10.1M
+8.16M (+410.1%) vs. Q3 2025
Total value
$29.7M
+$26.1M (+717.9%) vs. Q3 2025
New holders
38
10 more added
Sold out
8
4 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NUAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 54 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 7 institutionsQ1 2025: 9 institutionsQ2 2025: 16 institutionsQ3 2025: 24 institutionsQ4 2025: 54 institutionsQ1 2026: 71 institutionsQ2 2026: 127 institutions
Value heldQ4 2025: $29.7M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $951.1KQ1 2025: $324.7KQ2 2025: $608.5KQ3 2025: $3.64MQ4 2025: $29.7MQ1 2026: $54.2MQ2 2026: $348.8M
Institutions holding NUAI and their total value by quarter
QuarterHoldersValue
Q2 2026127$348.8M
Q1 202671$54.2M
Q4 202554$29.7M
Q3 202524$3.64M
Q2 202516$608.5K
Q1 20259$324.7K
Q4 20247$951.1K
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding New ERA Energy & Digital, Inc.; share changes are against Q3 2025.

Institutions holding NUAI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Northwestern Mutual Wealth Management Co50$1470.00%+50New
Rachor Investment Advisory Services, LLC58$1700.00%+58New
WPG Advisers, LLC150$4400.00%+150New
Royal Bank of Canada387$1.00K0.00%+387New
Raleigh Capital Management Inc.500$1.47K0.00%+500New
Larson Financial Group LLC1,000$2.93K0.00%+800+400.0%Added
SRS Capital Advisors, Inc.1,000$2.93K0.00%+1,000New
Farther Finance Advisors, LLC1,036$3.04K0.00%+1,036New
DecisionPoint Financial, LLC1,500$4.39K0.00%+1,500New
Massmutual Trust Co FSB2,000$5.86K0.00%00.0%Unchanged
IFP Advisors, Inc2,000$5.86K0.00%+2,000New
IFC & Insurance Marketing, Inc.1,980$6.00K0.01%+1,980New
Tower Research Capital LLC (TRC)2,828$8.29K0.00%+2,170+329.8%Added
Meramec Financial Planners, LLC2,950$14.9K0.01%+2,950New
Great Valley Advisor Group, Inc.10,000$29.0K0.00%+10,000New
Jones Financial Companies LLLP9,915$29.1K0.00%+8,527+614.3%Added
Main Street Financial Solutions, LLC10,970$32.1K0.00%+450+4.3%Added
Wolverine Asset Management LLC13,825$40.5K0.00%+13,825New
W.G. Shaheen & Associates DBA Whitney & Co14,000$41.0K0.00%−47,450−77.2%Reduced
Bridgeway Capital Management, LLC15,000$44.0K0.00%00.0%Unchanged
Bank of America Corp15,713$46.0K0.00%+15,597+13,445.7%Added
Concurrent Investment Advisors, LLC15,798$46.3K0.00%+15,798New
LPL Financial LLC15,912$46.6K0.00%+15,912New
Advisor Group Holdings, Inc.16,300$47.8K0.00%+1,300+8.7%Added
Commonwealth Equity Services, LLC19,601$57.4K0.00%−42,399−68.4%Reduced
Adamsbrown Wealth Consultants LLC20,000$58.6K0.02%+20,000New
Pathstone Holdings, LLC20,000$58.6K0.00%+20,000New
Omers Administration Corp25,500$74.7K0.00%+25,500New
Mariner, LLC26,700$78.2K0.00%+26,700New
PEAK6 LLC27,334$80.1K0.00%+27,334New
Citigroup Inc47,400$138.9K0.00%+11,562+32.3%Added
Gilder Gagnon Howe & Co LLC53,449$156.6K0.00%+53,449New
Mercer Global Advisors Inc54,542$159.8K0.00%+54,542New
National Philanthropic Trust88,300$258.7K0.00%+88,300New
Caitong International Asset Management Co., Ltd90,061$263.9K0.06%+90,061New
Morgan Stanley104,959$307.5K0.00%+104,959New
Northern Trust Corp105,017$307.7K0.00%+105,017New
Marshall Wace, LLP118,503$347.2K0.00%+118,503New
Shay Capital LLC136,633$400.3K0.06%−52,297−27.7%Reduced
Engineers Gate Manager LP140,269$411.0K0.00%+140,269New
Scientech Research LLC176,057$515.8K0.32%+176,057New
Jane Street Group, LLC177,761$520.8K0.00%−111,918−38.6%Reduced
State Street Corp189,400$554.9K0.00%+189,400New
Cambridge Investment Research Advisors, Inc.192,241$563.0K0.00%+192,241New
Millennium Management LLC194,520$569.9K0.00%+194,520New
Alyeska Investment Group, L.P.200,000$586.0K0.00%+200,000New
Goldman Sachs Group Inc274,511$804.3K0.00%+274,511New
Geode Capital Management, LLC474,716$1.39M0.00%+410,627+640.7%Added
First Trust Advisors LP756,175$2.22M0.00%+756,175New
BlackRock, Inc.796,619$2.33M0.00%+796,619New
Group One Trading, L.P.986,119$2.89M0.09%+986,119New
Susquehanna International Group, LLP1,024,386$3.00M0.00%+1,024,386New
UBS Group AG1,223,084$3.58M0.00%+829,650+210.9%Added
Vanguard Group Inc2,249,568$6.59M0.00%+2,180,756+3,169.2%Added
HRT Financial LP0$00.00%−464,367−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−200,000−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−43,259−100.0%Sold out
CSS LLC0$00.00%−28,884−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−22,970−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−13,641−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−7,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−100−100.0%Sold out