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Azarias Capital Management’s NexGen Energy NXE Stock Holding History

Azarias 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
2026
Q2 		$6.41M Hold
682,943
– – 2.79% 12
2026
Q1 		$7.92M Sell
682,943
-396,852
-37% -$4.74M 3.55% 9
2025
Q4 		$9.93M Sell
1,079,795
-37,214
-3% -$329K 4.35% 4
2025
Q3 		$10M Sell
1,117,009
-297,405
-21% -$2.19M 3.96% 4
2025
Q2 		$9.82M Sell
1,414,414
-374,237
-21% -$2.11M 4.46% 4
2025
Q1 		$8.03M Sell
1,788,651
-249,976
-12% -$1.48M 4.45% 3
2024
Q4 		$13.5M Buy
2,038,627
+271,153
+15% +$2.04M 6.03% 6
2024
Q3 		$11.5M Sell
1,767,474
-212,452
-11% -$1.32M 5.13% 9
2024
Q2 		$13.8M Sell
1,979,926
-97,651
-5% -$748K 6.21% 5
2024
Q1 		$16.1M Sell
2,077,577
-773,284
-27% -$5.74M 6.77% 3
2023
Q4 		$20M Sell
2,850,861
-55,535
-2% -$346K 8.88% 2
2023
Q3 		$17.4M Buy
2,906,396
+370,823
+15% +$1.92M 8.57% 4
2023
Q2 		$11.9M Sell
2,535,573
-455,563
-15% -$1.85M 9.98% 3
2023
Q1 		$11.5M Buy
2,991,136
+637,379
+27% +$2.74M 10.36% 3
2022
Q4 		$10.4M Buy
2,353,757
+136,842
+6% +$571K 9.54% 2
2022
Q3 		$8.14M Buy
2,216,915
+61,229
+3% +$246K 8.9% 3
2022
Q2 		$7.74M Sell
2,155,686
-37,916
-2% -$180K 8.42% 3
2022
Q1 		$12.4M Sell
2,193,602
-254,306
-10% -$1.22M 10.78% 2
2021
Q4 		$10.7M Buy
+2,447,908
New +$12.6M 9.59% 2

Other funds holding NXE

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Azarias Capital Management's NXE Position: Q2 2026 in Review

Azarias Capital Management held its NexGen Energy (NXE) position steady in Q2 2026 at 682,943 shares worth $6.41M. The position accounts for 2.79% of the portfolio, ranked #12.

Azarias Capital Management first reported a position in NXE in Q4 2021 and has held it in 19 quarters since. The position peaked at $20M in Q4 2023. 61 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Azarias Capital Management held 682,943 shares of NexGen Energy worth $6.41M as of Q2 2026.
  • Azarias Capital Management left its NexGen Energy share count unchanged in Q2 2026.
  • NexGen Energy made up 2.79% of Azarias Capital Management's portfolio in Q2 2026, its #12 holding.
  • Azarias Capital Management first reported a position in NexGen Energy in Q4 2021 and has held it in 19 quarters since.
  • Azarias Capital Management's NexGen Energy position peaked at $20M in Q4 2023.
  • 61 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Azarias Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.