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
53,846,154
Price per share
$2.93
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,974,335
Total reported value
$3,629,061
% of total 13F portfolios
0%
Share change
+735,183
Value change
+$1,607,342
Number of holders
23
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 6.5% $19,355,000 3,500,000 Zhou Zachary Yi 21 Nov 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 Casey J 7.9% $910,710 1,034,898 Solis Casey J 09 Dec 2024
Solis Robert C 7.9% $910,710 1,034,898 Robert C Solis 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 30 Sep 2025, 23 institutional investors reported holding 1,974,335 shares of New ERA Energy & Digital, Inc. - COMMON STOCK, PAR VALUE $0.0001 PER SHARE (NUAI). This represents 3.7% of the company’s total 53,846,154 outstanding shares.

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 22,500 $65,925 +$25,285 $2.93 3
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