CPM
NXE icon

Connective Portfolio Management’s NexGen Energy NXE Stock Holding History

Connective Portfolio Management’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
Q2 		– Sell
-93,000
Closed -$1.08M – 45
2026
Q1 		$1.08M Buy
+93,000
New +$1.11M 2.91% 13

Other funds holding NXE

DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Connective Portfolio Management's NXE Position: Q2 2026 in Review

Connective Portfolio Management sold out of NexGen Energy (NXE) in Q2 2026, closing a stake of 93,000 shares — an estimated $1.08M sold.

Connective Portfolio Management first reported a position in NXE in Q1 2026 and held it in 1 quarter. The position peaked at $1.08M in Q1 2026. 21 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Connective Portfolio Management reported no remaining NexGen Energy position as of Q2 2026 after selling out during the quarter.
  • Connective Portfolio Management sold 93,000 NexGen Energy shares in Q2 2026, an estimated $1.08M.
  • Connective Portfolio Management first reported a position in NexGen Energy in Q1 2026 and held it in 1 quarter.
  • Connective Portfolio Management's NexGen Energy position peaked at $1.08M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.