New ERA Energy & Digital, Inc. - COMMON STOCK, PAR VALUE $0.0001 PER SHARE (NUAI) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / COMMON STOCK, PAR VALUE $0.0001 PER SHARE
Symbol
NUAI on Nasdaq
Shares outstanding
53,823,182
Price per share
$7.37
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
9,966,986
Total reported value
$29,202,985
% of total 13F portfolios
0%
Share change
+7,974,313
Value change
+$24,218,306
Number of holders
51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of New ERA Energy & Digital, Inc. - COMMON STOCK, PAR VALUE $0.0001 PER SHARE (NUAI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Zhou Zachary Yi 9.9% +49% $23,498,663 +$8,063,663 5,328,495 +52% Zhou Zachary Yi 15 Dec 2025
Yang Hanju 9.7% $15,166,199 5,176,177 Yang Hanju 03 Dec 2025
Solis Joel G 16% $1,861,711 2,115,581 Joel G Solis 09 Dec 2024
CR Financial Holdings, Inc. 8.2% +10% $1,011,580 +$150,088 1,149,523 +17% Byron Roth 31 Dec 2024
Solis Robert C 7.9% $910,710 1,034,898 Robert C Solis 09 Dec 2024
Solis Casey J 7.9% $910,710 1,034,898 Solis Casey J 09 Dec 2024
Pecos Slope Holdings LLC 6.7% $774,241 879,819 Pecos Slope Holdings LLC 09 Dec 2024
LIPMAN JOHN C 6.4% $743,208 844,554 John Lipman 09 Dec 2024
CHLM Sponsor-5 LLC 5% $584,966 664,734 CHLM Sponsor-5 LLC 09 Dec 2024

As of 31 Dec 2025, 51 institutional investors reported holding 9,966,986 shares of New ERA Energy & Digital, Inc. - COMMON STOCK, PAR VALUE $0.0001 PER SHARE (NUAI). This represents 19% of the company’s total 53,823,182 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of New ERA Energy & Digital, Inc. - COMMON STOCK, PAR VALUE $0.0001 PER SHARE (NUAI) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 4.2% 2,249,568 +3169% 0% $6,591,234
UBS Group AG 2.3% 1,223,084 +211% 0% $3,583,636
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.9% 1,024,386 0% $3,001,451
GROUP ONE TRADING LLC 1.8% 986,119 0.09% $2,889,329
BlackRock, Inc. 1.5% 796,619 0% $2,334,094
FIRST TRUST ADVISORS LP 1.4% 756,175 0% $2,215,592
GEODE CAPITAL MANAGEMENT, LLC 0.88% 474,716 +641% 0% $1,391,141
GOLDMAN SACHS GROUP INC 0.51% 274,511 0% $804,317
Alyeska Investment Group, L.P. 0.37% 200,000 0% $586,000
MILLENNIUM MANAGEMENT LLC 0.36% 194,520 0% $569,944
Cambridge Investment Research Advisors, Inc. 0.36% 192,241 0% $563,000
STATE STREET CORP 0.35% 189,400 0% $554,942
JANE STREET GROUP, LLC 0.33% 177,761 -39% 0% $520,839
Scientech Research LLC 0.33% 176,057 0.32% $515,847
Engineers Gate Manager LP 0.26% 140,269 0% $410,988
Shay Capital LLC 0.25% 136,633 -28% 0.06% $400,335
MARSHALL WACE, LLP 0.22% 118,503 0% $347,213
NORTHERN TRUST CORP 0.2% 105,017 0% $307,700
MORGAN STANLEY 0.2% 104,959 0% $307,530
MERCER GLOBAL ADVISORS INC /ADV 0.1% 54,542 0% $159,808
GILDER GAGNON HOWE & CO LLC 0.1% 53,449 0% $156,606
CITIGROUP INC 0.09% 47,400 +32% 0% $138,882
PEAK6 LLC 0.05% 27,334 0% $80,089
Mariner, LLC 0.05% 26,700 0% $78,231
OMERS ADMINISTRATION Corp 0.05% 25,500 0% $74,715

Institutional Holders of New ERA Energy & Digital, Inc. - COMMON STOCK, PAR VALUE $0.0001 PER SHARE (NUAI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,966,986 $29,202,985 +$24,218,306 $2.93 51
2025 Q3 1,974,335 $3,629,061 +$1,607,342 $1.84 23
2025 Q2 1,239,152 $608,485 +$469,084 $0.49 16
2025 Q1 285,304 $324,687 +$170,607 $1.14 9
2024 Q4 158,516 $811,316 +$809,394 $6.00 7