Drummond Knight Asset Management’s NexGen Energy NXE Stock Holding History

Drummond Knight Asset 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	$2.88M	Sell	307,100 -140,307	-31%	-$1.59M	0.53%	16
2026 Q1	$5.19M	Sell	447,407 -131,657	-23%	-$1.57M	1.84%	14
2025 Q4	$5.33M	Buy	579,064 +22,593	+4%	+$200K	1.49%	11
2025 Q3	$4.98M	Sell	556,471 -381,040	-41%	-$2.81M	1.52%	11
2025 Q2	$6.51M	Buy	+937,511	New	+$5.29M	2.07%	12

Other funds holding NXE

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

APU

Acasta Partners UK London $189M AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Drummond Knight Asset Management's NXE Position: Q2 2026 in Review

Drummond Knight Asset Management reduced its NexGen Energy (NXE) stake by 31% in Q2 2026, selling an estimated $1.59M and leaving 307,100 shares worth $2.88M. The position accounts for 0.53% of the portfolio, ranked #16.

Drummond Knight Asset Management first reported a position in NXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.51M in Q2 2025. 33 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

Drummond Knight Asset Management held 307,100 shares of NexGen Energy worth $2.88M as of Q2 2026.
Drummond Knight Asset Management sold 140,307 NexGen Energy shares in Q2 2026, an estimated $1.59M.
NexGen Energy made up 0.53% of Drummond Knight Asset Management's portfolio in Q2 2026, its #16 holding.
Drummond Knight Asset Management first reported a position in NexGen Energy in Q2 2025 and has held it in 5 quarters since.
Drummond Knight Asset Management's NexGen Energy position peaked at $6.51M in Q2 2025.
33 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Drummond Knight Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.