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EverSource Wealth Advisors’s NexGen Energy NXE Stock Holding History

EverSource Wealth Advisors’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 		$1.3K Sell
138
-57
-29% -$648 ﹤0.01% 3880
2026
Q1 		$2.26K Sell
195
-275
-59% -$3.28K ﹤0.01% 3604
2025
Q4 		$4.32K Buy
470
+215
+84% +$1.9K ﹤0.01% 3181
2025
Q3 		$2.28K Buy
+255
New +$1.88K ﹤0.01% 3475
2025
Q1 		– Sell
-112
Closed -$739 – 4130
2024
Q4 		$739 Buy
+112
New +$845 ﹤0.01% 3066

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
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

EverSource Wealth Advisors's NXE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NexGen Energy (NXE) stake by 29% in Q2 2026, selling an estimated $648 and leaving 138 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3880.

EverSource Wealth Advisors first reported a position in NXE in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.32K in Q4 2025. 39 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • EverSource Wealth Advisors held 138 shares of NexGen Energy worth $1.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 57 NexGen Energy shares in Q2 2026, an estimated $648.
  • NexGen Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3880 holding.
  • EverSource Wealth Advisors first reported a position in NexGen Energy in Q4 2024 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's NexGen Energy position peaked at $4.32K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.