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Arosa Capital Management’s NexGen Energy NXE Stock Holding History

Arosa Capital Management’s Portfolio NXE Stock Details NXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,250,000
Closed -$8.68M – 86
2025
Q2 		$8.68M Buy
+1,250,000
New +$7.06M 1.63% 13
2025
Q1 		– Sell
-700,000
Closed -$4.62M – 54
2024
Q4 		$4.62M Buy
+700,000
New +$5.28M 1.85% 21

Other funds holding NXE

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Arosa Capital Management's NXE Position: Q4 2025 in Review

Arosa Capital Management sold out of NexGen Energy (NXE) in Q4 2025, closing a stake of 80,000 shares — an estimated $716K sold.

Arosa Capital Management first reported a position in NXE in Q4 2024 and held it in 4 quarters. The position peaked at $4.96M in Q2 2025. 256 funds tracked by Wall St. Rank hold NXE as of Q4 2025.

  • Arosa Capital Management reported no remaining NexGen Energy position as of Q4 2025 after selling out during the quarter.
  • Arosa Capital Management sold 80,000 NexGen Energy shares in Q4 2025, an estimated $716K.
  • Arosa Capital Management first reported a position in NexGen Energy in Q4 2024 and held it in 4 quarters.
  • Arosa Capital Management's NexGen Energy position peaked at $4.96M in Q2 2025.
  • 256 funds tracked by Wall St. Rank held NexGen Energy as of Q4 2025.

Based on Arosa Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.