GeoSphere Capital Management’s NexGen Energy NXE Stock Holding History

GeoSphere Capital 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	$1.92M	Hold	204,656	–	–	0.63%	36
2026 Q1	$2.37M	Sell	204,656 -195,344	-49%	-$2.33M	1.04%	28
2025 Q4	$3.68M	Sell	400,000 -150,000	-27%	-$1.32M	1.21%	20
2025 Q3	$4.92M	Buy	550,000 +250,000	+83%	+$1.84M	3.74%	7
2025 Q2	$2.08M	Buy	+300,000	New	+$1.69M	1.78%	21
2024 Q2	–	Sell	-600,000	Closed	-$4.66M	–	40
2024 Q1	$4.66M	Buy	+600,000	New	+$4.46M	3.31%	13
2023 Q1	–	Sell	-542,623	Closed	-$2.4M	–	37
2022 Q4	$2.4M	Buy	+542,623	New	+$2.26M	2.27%	18

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

GeoSphere Capital Management's NXE Position: Q2 2026 in Review

GeoSphere Capital Management held its NexGen Energy (NXE) position steady in Q2 2026 at 204,656 shares worth $1.92M. The position accounts for 0.63% of the portfolio, ranked #36.

GeoSphere Capital Management first reported a position in NXE in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.92M in Q3 2025. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

GeoSphere Capital Management held 204,656 shares of NexGen Energy worth $1.92M as of Q2 2026.
GeoSphere Capital Management left its NexGen Energy share count unchanged in Q2 2026.
NexGen Energy made up 0.63% of GeoSphere Capital Management's portfolio in Q2 2026, its #36 holding.
GeoSphere Capital Management first reported a position in NexGen Energy in Q4 2022 and has held it in 7 quarters since.
GeoSphere Capital Management's NexGen Energy position peaked at $4.92M in Q3 2025.
276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on GeoSphere Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.