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Fortis Capital Advisors’s NexGen Energy NXE Stock Holding History

Fortis Capital 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
2024
Q1 		– Sell
-17,555
Closed -$123K – 171
2023
Q4 		$123K Sell
17,555
-4,511
-20% -$28.1K 0.07% 112
2023
Q3 		$132K Buy
+22,066
New +$114K 0.08% 100

Other funds holding NXE

LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $496M AUM 19.93% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Fortis Capital Advisors's NXE Position: Q1 2024 in Review

Fortis Capital Advisors sold out of NexGen Energy (NXE) in Q1 2024, closing a stake of 17,555 shares — an estimated $123K sold.

Fortis Capital Advisors first reported a position in NXE in Q3 2023 and held it in 2 quarters. The position peaked at $132K in Q3 2023. 231 funds tracked by Wall St. Rank hold NXE as of Q1 2024.

  • Fortis Capital Advisors reported no remaining NexGen Energy position as of Q1 2024 after selling out during the quarter.
  • Fortis Capital Advisors sold 17,555 NexGen Energy shares in Q1 2024, an estimated $123K.
  • Fortis Capital Advisors first reported a position in NexGen Energy in Q3 2023 and held it in 2 quarters.
  • Fortis Capital Advisors's NexGen Energy position peaked at $132K in Q3 2023.
  • 231 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2024.

Based on Fortis Capital Advisors's 13F filing for Q1 2024, filed 8 May 2024.