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Cape Investment Advisory’s NexGen Energy NXE Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-260
Closed -$2.39K – 873
2025
Q4 		$2.39K Buy
+260
New +$2.3K ﹤0.01% 1069

Other funds holding NXE

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
L1 Capital
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hancock Prospecting
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Cape Investment Advisory's NXE Position: Q1 2026 in Review

Cape Investment Advisory sold out of NexGen Energy (NXE) in Q1 2026, closing a stake of 260 shares — an estimated $2.39K sold.

Cape Investment Advisory first reported a position in NXE in Q4 2025 and held it in 1 quarter. The position peaked at $2.39K in Q4 2025. 285 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

  • Cape Investment Advisory reported no remaining NexGen Energy position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 260 NexGen Energy shares in Q1 2026, an estimated $2.39K.
  • Cape Investment Advisory first reported a position in NexGen Energy in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's NexGen Energy position peaked at $2.39K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.