Security Snapshot

New ERA Energy & Digital, Inc. - Common Stock, $0.0001 par value per share (NUAI) Institutional Ownership

CUSIP: 64428N109

13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

70

Shares (Excl. Options)

13,341,762

Price

$4.06

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Type / Class
Equity / Common Stock, $0.0001 par value per share
Symbol
NUAI on Nasdaq
Shares outstanding
58,720,930
Price per share
$4.27
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
13,341,762
Total reported value
$54,171,434
% of total 13F portfolios
0%
Share change
+3,752,325
Value change
+$16,125,064
Number of holders
70
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • NUAI - New ERA Energy & Digital, Inc. - Common Stock, $0.0001 par value per share is tracked under CUSIP 64428N109.
  • 70 institutions reported positions in Q1 2026.
  • 12 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 54 to 70 between Q4 2025 and Q1 2026.
  • Reported value moved from $29,989,462 to $54,171,434.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 70 institutions filings for Q1 2026.

Open SEC Evidence

Security key

64428N109

Latest holder period

Q1 2026

13F holders

70

13D/G owners

12

CIK / CUSIP context first

Significant Owners of New ERA Energy & Digital, Inc. - Common Stock, $0.0001 par value 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
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 5.2% $20,974,971 5,166,249 Davidson Kempner Capital Management LP 10 Apr 2026
Caracola Ventures Corp 8.6% +70% $21,664,500 +$10,031,736 5,050,000 +86% Caracola Ventures Corp 31 Mar 2026
SUSQUEHANNA SECURITIES, LLC 7.1% $17,241,330 4,018,958 G1 Execution Services, LLC 31 Mar 2026
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 31 Mar 2026, 70 institutional investors reported holding 13,341,762 shares of New ERA Energy & Digital, Inc. - Common Stock, $0.0001 par value per share (NUAI). This represents 23% of the company’s total 58,720,930 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of New ERA Energy & Digital, Inc. - Common Stock, $0.0001 par value per share (NUAI) together control 21% 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
FIRST TRUST ADVISORS LP 2.7% 1,614,504 +114% 0% $6,554,886
ADAGE CAPITAL PARTNERS GP, L.L.C. 2.6% 1,500,000 0.01% $6,090,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.5% 1,490,806 +46% 0.01% $6,052,672
VANGUARD CAPITAL MANAGEMENT LLC 2.4% 1,431,045 0% 0% $5,810,043
GROUP ONE TRADING LLC 2.4% 1,402,254 +42% 0.19% $5,693,151
BlackRock, Inc. 1.4% 797,382 +0.1% 0% $3,237,371
GEODE CAPITAL MANAGEMENT, LLC 0.84% 491,557 +3.5% 0% $1,996,721
MILLENNIUM MANAGEMENT LLC 0.84% 490,762 +152% 0% $1,992,494
MORGAN STANLEY 0.67% 391,701 +273% 0% $1,590,306
SIMPLEX TRADING, LLC 0.67% 390,886 0.05% $1,586,997
UBS Group AG 0.53% 313,081 -74% 0% $1,271,109
MARSHALL WACE, LLP 0.53% 311,984 +163% 0% $1,266,655
GOLDMAN SACHS GROUP INC 0.44% 259,354 -5.5% 0% $1,052,977
VANGUARD FIDUCIARY TRUST CO 0.43% 250,947 0% 0% $1,018,845
CITADEL ADVISORS LLC 0.41% 239,580 0% $972,695
STATE STREET CORP 0.33% 195,300 +3.1% 0% $792,918
Soviero Asset Management, LP 0.31% 180,000 0.41% $730,800
Squarepoint Ops LLC 0.22% 130,329 0% $529,136
Shay Capital LLC 0.21% 126,167 -7.7% 0.07% $512,238
HRT FINANCIAL LP 0.17% 97,709 0% $396,000
IMC-Chicago, LLC 0.16% 96,376 0.01% $391,287
NORTHERN TRUST CORP 0.15% 90,817 -14% 0% $368,717
GILDER GAGNON HOWE & CO LLC 0.15% 89,927 +68% 0% $365,104
MERCER GLOBAL ADVISORS INC /ADV 0.12% 72,184 +32% 0% $293,067
ROYAL BANK OF CANADA 0.12% 69,727 +17917% 0% $283,000

Institutional Holders of New ERA Energy & Digital, Inc. - Common Stock, $0.0001 par value per share (NUAI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 13,341,762 $54,171,434 +$16,125,064 $4.06 70
2025 Q4 10,235,408 $29,989,462 +$25,004,783 $2.93 54
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
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