New Era Helium Inc. -29NUAIWPreferred / convertible
13F holders, Q4 2025 (December 31)17holders
4new positions
5sold out
1famous investor
$0.82avg. 13F price*
At the end of Q4 2025, 17 institutions reported holding New Era Helium Inc. -29 (NUAIW) in their 13F filings, unchanged from Q3 2025. 4 opened new positions and 5 sold out. The largest holders were Osaic Holdings, Inc. ($251K), Calamos Advisors LLC ($205K) and T3 Companies, LLC ($182K). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).
- Company
- New Era Helium Inc. -29
- CUSIP
- 64428N117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $346K |
| Exits | 5 | $90K |
All 13F filers, Q3 2025 → Q4 2025: 556,977 shares bought and 571,068 shares sold, net −14,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Osaic Holdings, Inc. | — | New | 306,131 | $251K |
| Calamos Advisors LLC | — | No change | 250,000 | $205K |
| T3 Companies, LLC | — | — | 222,074 | $182K |
| Aristeia Capital, L.L.C. | — | Add +4.3% | 204,129 | $174K |
| Wolverine Asset Management LLC | — | Add +19518.9% | 124,580 | $102K |
| Q Global Advisors, LLC | — | Reduce -61.9% | 75,000 | $62K |
| LMR Partners LLP | — | New | 69,309 | $57K |
| D. E. Shaw & Co. | — | No change | 49,999 | $41K |
| Shay Capital LLC | — | Reduce -10.3% | 40,042 | $33K |
| Whitebox Advisors LLC | — | No change | 34,875 | $29K |
| Ionic Capital Management LLC | — | New | 31,068 | $25K |
| Two Sigma Securities, LLC | — | Add +24.3% | 16,054 | $13K |
| Susquehanna International Group, LLP | — | New | 15,022 | $12K |
| Gabelli Funds LLC | — | No change | 12,824 | $11K |
| Clear Street Group Inc. | — | Reduce -90.5% | 10,918 | $9K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | — | No change | 10,550 | $9K |
| Mariner, LLC | — | No change | 10,000 | $8K |
"% of holder's portfolio" is NUAIW's weight in each manager's 13F, not the share of New Era Helium Inc. -29 the manager owns.