New Era Energy & Digital, Inc. Common Stock

NUAI • NASDAQ

New Era Energy & Digital, Inc. Common Stock is a publicly traded company on NASDAQ, with a market cap of $179.1M. As of Q3 2025, 8% of shares are held by 24 institutional investors, with HRT FINANCIAL LLC as the largest holder at 1.79%.

Market Cap$179.1M

Overview

Overview of institutional ownership in NUAI as of Q3 2025 with a market cap of $47.8M

All Institutions

Institutions: 24
Value Held: $3.6M
Shares Held: 2.0M
Avg Position: $151.1K
Median Position: $47.7K

Hedge Funds

Hedge Funds: 1
Value Held: $79.6K
Shares Held: 43.3K
Avg Position: $79.6K
Median Position: $79.6K

Ownership Breakdown

Institutional (non-HF)

7.42%

$3.5M

Hedge Funds

0.167%

$79.6K

Retail & Other

92.42%

$44.2M

Based on market cap of $47.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in NUAI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
H HRT FINANCIAL LLC Institution	-	$854.4K 0.00% of portfolio	1.79% 464.4K shares	Q2 2025 Held for 5 months	$21.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	$723.9K 0.00% of portfolio	1.51% 393.4K shares	Q2 2025 Held for 5 months	$511.54B
J JANE STREET GROUP, LLC Institution	-	$533.0K 0.00% of portfolio	1.12% 289.7K shares	Q2 2025 Held for 5 months	$84.1B
A ADAGE CAPITAL PARTNERS GP LLC Institution	-	$368.0K 0.00% of portfolio	0.77% 200.0K shares	Q2 2025 Held for 5 months	$63.0B
S Shay Capital LLC Institution	-	$347.6K 0.06% of portfolio	0.73% 188.9K shares	Q2 2025 Held for 5 months	$548.9M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$126.6K 0.00% of portfolio	0.26% 68.8K shares	Q3 2025 Held for 2 months	$6.69T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$117.9K 0.00% of portfolio	0.25% 64.1K shares	Q3 2025 Held for 2 months	$1.57T
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$114.1K 0.00% of portfolio	0.24% 62.0K shares	Q3 2025 Held for 2 months	$71.1B
W.G. Shaheen & Associates DBA Whitney & Co RIA/Wealth	William Gerard Shaheen CEO	$113.1K 0.01% of portfolio	0.24% 61.5K shares	Q3 2025 Held for 2 months	$1.1B
G Ground Swell Capital, LLC Hedge Fund•Multi-Strategy	Joey Howard Foxhall Member	$79.6K 0.17% of portfolio	0.17% 43.3K shares	Q3 2025 Held for 2 months	$45.8M

Net Capital Flow

Institutional buying and selling activity for NUAI in Q3 2025

Traded: +$1.9M
Buyers: 21
Sellers: 3
Total Bought: +$2.9M
Total Sold: −$968.7K
Avg Position: $145.0K

Biggest Buyers

Institution	Net Bought	Current Position
H HRT FINANCIAL LLC Institution	+$778.6K +423.1K shares	$854.4K 464.4K shares
UBS Group AG Institution	+$669.7K +363.9K shares	$723.9K 393.4K shares
J JANE STREET GROUP, LLC Institution	+$513.3K +279.0K shares	$533.0K 289.7K shares
S Shay Capital LLC Institution	+$185.3K +100.7K shares	$347.6K 188.9K shares
VANGUARD GROUP INC Institution	+$126.6K +68.8K shares	$126.6K 68.8K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$117.9K +64.1K shares	$117.9K 64.1K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$114.1K +62.0K shares	$114.1K 62.0K shares
W.G. Shaheen & Associates DBA Whitney & Co RIA/Wealth	+$113.1K +61.5K shares	$113.1K 61.5K shares
G Ground Swell Capital, LLC Hedge Fund•Multi-Strategy	+$79.6K +43.3K shares	$79.6K 43.3K shares
CITIGROUP INC Institution	+$65.9K +35.8K shares	$65.9K 35.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
A ADAGE CAPITAL PARTNERS GP LLC Institution	−$920.0K −500.0K shares	$368.0K 200.0K shares
MORGAN STANLEY RIA/Wealth	−$44.3K −90.0K shares	Sold Off 0 shares
T Tower Research Capital LLC Institution	−$4.4K −2.4K shares	$1.2K 658.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited NUAI in Q3 2025

New Positions: 14
New Value: $707.7K
Exited Positions: 1
Exited Value: $44.3K

New Positions

Institution	Position Value
VANGUARD GROUP INC Institution	$126.6K 68.8K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	$117.9K 64.1K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	$114.1K 62.0K shares
W.G. Shaheen & Associates DBA Whitney & Co RIA/Wealth	$113.1K 61.5K shares
G Ground Swell Capital, LLC Hedge Fund•Multi-Strategy	$79.6K 43.3K shares
CITIGROUP INC Institution	$65.9K 35.8K shares
C CSS LLC/IL Institution	$53.1K 28.9K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$22.8K 13.6K shares
A Advisor Group Holdings, Inc. Institution	$7.4K 15.0K shares
M MASSMUTUAL TRUST CO FSB/ADV Institution	$3.7K 2.0K shares

Exited Positions

Institution	Previous Position
MORGAN STANLEY RIA/Wealth	$44.3K 90.0K shares

Options Activity

Institutions with the largest Call and Put options positions in NUAI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with NUAI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G Ground Swell Capital, LLC Hedge Fund•Multi-Strategy	Joey Howard Foxhall Member	0.17% $79.6K	0.17% 43.3K shares	Q3 2025 Held for 2 months	$45.8M
S Shay Capital LLC Institution	-	0.06% $347.6K	0.73% 188.9K shares	Q2 2025 Held for 5 months	$548.9M
W.G. Shaheen & Associates DBA Whitney & Co RIA/Wealth	William Gerard Shaheen CEO	0.01% $113.1K	0.24% 61.5K shares	Q3 2025 Held for 2 months	$1.1B
C CSS LLC/IL Institution	-	0.01% $53.1K	0.11% 28.9K shares	Q3 2025 Held for 2 months	$577.9M
T TWO SIGMA SECURITIES, LLC Institution	-	0.01% $42.3K	0.09% 23.0K shares	Q2 2025 Held for 5 months	$675.6M
H HRT FINANCIAL LLC Institution	-	0.00% $854.4K	1.79% 464.4K shares	Q2 2025 Held for 5 months	$21.1B
Main Street Financial Solutions, LLC RIA/Wealth	Brett Robert Danko CEO	0.00% $19.4K	0.04% 10.5K shares	Q2 2025 Held for 5 months	$1.6B
J JANE STREET GROUP, LLC Institution	-	0.00% $533.0K	1.12% 289.7K shares	Q2 2025 Held for 5 months	$84.1B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.00% $27.6K	0.06% 15.0K shares	Q2 2025 Held for 5 months	$4.7B
A ADAGE CAPITAL PARTNERS GP LLC Institution	-	0.00% $368.0K	0.77% 200.0K shares	Q2 2025 Held for 5 months	$63.0B