Confluence Investment Management’s NexGen Energy NXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-90,230
Closed -$1.05M 303
2026
Q1
$1.05M Buy
90,230
+92
+0.1% +$1.1K 0.02% 214
2025
Q4
$829K Buy
90,138
+12,588
+16% +$111K 0.01% 239
2025
Q3
$694K Buy
77,550
+7,901
+11% +$58.3K 0.01% 240
2025
Q2
$483K Buy
+69,649
New +$393K 0.01% 249

Other funds holding NXE

Confluence Investment Management's NXE Position: Q2 2026 in Review

Confluence Investment Management sold out of NexGen Energy (NXE) in Q2 2026, closing a stake of 90,230 shares — an estimated $1.05M sold.

Confluence Investment Management first reported a position in NXE in Q2 2025 and held it in 4 quarters. The position peaked at $1.05M in Q1 2026. 275 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Confluence Investment Management reported no remaining NexGen Energy position as of Q2 2026 after selling out during the quarter.
  • Confluence Investment Management sold 90,230 NexGen Energy shares in Q2 2026, an estimated $1.05M.
  • Confluence Investment Management first reported a position in NexGen Energy in Q2 2025 and held it in 4 quarters.
  • Confluence Investment Management's NexGen Energy position peaked at $1.05M in Q1 2026.
  • 275 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.