Carson Wealth (CWM LLC)
NXE icon

Carson Wealth (CWM LLC)’s NexGen Energy NXE Stock Holding History

Carson Wealth (CWM LLC)’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 		$304K Sell
26,164
-2,000
-7% -$23.9K ﹤0.01% 2371
2025
Q4 		$259K Buy
28,164
+23,543
+509% +$208K ﹤0.01% 2353
2025
Q3 		$41K Buy
+4,621
New +$34.1K ﹤0.01% 3679

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
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 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 $240B AUM 35.51% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Carson Wealth (CWM LLC)'s NXE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its NexGen Energy (NXE) stake by 7.1% in Q1 2026, selling an estimated $23.9K and leaving 26,164 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Carson Wealth (CWM LLC) first reported a position in NXE in Q3 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,164 shares of NexGen Energy worth $304K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,000 NexGen Energy shares in Q1 2026, an estimated $23.9K.
  • NexGen Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2371 holding.
  • Carson Wealth (CWM LLC) first reported a position in NexGen Energy in Q3 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.