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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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. 276 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.
276 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.