CA
CapWealth Advisors’s NexGen Energy NXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.2K | Sell |
14,000
-7,000
| -33% | -$48.6K | 0.01% | 101 |
|
|
2025
Q1 | $94.3K | Hold |
21,000
| – | – | 0.01% | 99 |
|
|
2024
Q4 | $139K | Hold |
21,000
| – | – | 0.02% | 100 |
|
|
2024
Q3 | $137K | Hold |
21,000
| – | – | 0.01% | 108 |
|
|
2024
Q2 | $147K | Buy |
+21,000
| New | +$147K | 0.02% | 98 |
|