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CM Wealth Advisors’s NexGen Energy NXE Stock Holding History

CM Wealth Advisors’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
2023
Q2 		– Sell
-288,825
Closed -$1.06M – 342
2023
Q1 		$1.06M Buy
+288,825
New +$1.24M 0.2% 148

Other funds holding NXE

LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $97.2M AUM 60.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CM Wealth Advisors's NXE Position: Q2 2023 in Review

CM Wealth Advisors sold out of NexGen Energy (NXE) in Q2 2023, closing a stake of 288,825 shares — an estimated $1.06M sold.

CM Wealth Advisors first reported a position in NXE in Q1 2023 and held it in 1 quarter. The position peaked at $1.06M in Q1 2023. 138 funds tracked by Wall St. Rank hold NXE as of Q2 2023.

  • CM Wealth Advisors reported no remaining NexGen Energy position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 288,825 NexGen Energy shares in Q2 2023, an estimated $1.06M.
  • CM Wealth Advisors first reported a position in NexGen Energy in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's NexGen Energy position peaked at $1.06M in Q1 2023.
  • 138 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.