Creative Planning’s NexGen Energy NXE Stock Holding History

Creative Planning’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
2020 Q2	–	Sell	-25,400	Closed	-$18K	–	2095
2020 Q1	$18K	Hold	25,400	–	–	﹤0.01%	1736
2019 Q4	$33K	Hold	25,400	–	–	﹤0.01%	1848
2019 Q3	$33K	Sell	25,400 -200	-0.8%	-$275	﹤0.01%	1825
2019 Q2	$40K	Hold	25,600	–	–	﹤0.01%	1834
2019 Q1	$41K	Buy	+25,600	New	+$44.5K	﹤0.01%	1791

Other funds holding NXE

AWG

Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Creative Planning's NXE Position: Q2 2020 in Review

Creative Planning sold out of NexGen Energy (NXE) in Q2 2020, closing a stake of 25,400 shares — an estimated $18K sold.

Creative Planning first reported a position in NXE in Q1 2019 and held it in 5 quarters. The position peaked at $41K in Q1 2019. 57 funds tracked by Wall St. Rank hold NXE as of Q2 2020.

Creative Planning reported no remaining NexGen Energy position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 25,400 NexGen Energy shares in Q2 2020, an estimated $18K.
Creative Planning first reported a position in NexGen Energy in Q1 2019 and held it in 5 quarters.
Creative Planning's NexGen Energy position peaked at $41K in Q1 2019.
57 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.