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Goehring & Rozencwajg Associates’s NexGen Energy NXE Stock Holding History

Goehring & Rozencwajg Associates’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 		$18.4M Buy
1,964,702
+153,759
+8% +$1.75M 1.06% 27
2026
Q1 		$21M Buy
1,810,943
+292,004
+19% +$3.49M 1.13% 28
2025
Q4 		$14M Buy
1,518,939
+76,684
+5% +$677K 1.38% 24
2025
Q3 		$12.9M Sell
1,442,255
-2,853
-0.2% -$21K 1.55% 21
2025
Q2 		$10M Sell
1,445,108
-27,791
-2% -$157K 1.53% 23
2025
Q1 		$7.42M Buy
1,472,899
+32,025
+2% +$189K 1.35% 28
2024
Q4 		$10.1M Sell
1,440,874
-18,785
-1% -$142K 2.07% 21
2024
Q3 		$9.53M Buy
1,459,659
+82,520
+6% +$513K 1.94% 23
2024
Q2 		$9.61M Buy
1,377,139
+134,700
+11% +$1.03M 1.91% 19
2024
Q1 		$9.65M Buy
1,242,439
+74,882
+6% +$556K 2.09% 18
2023
Q4 		$8.17M Buy
1,167,557
+53,165
+5% +$331K 1.98% 18
2023
Q3 		$6.65M Buy
1,114,392
+37,515
+3% +$194K 1.63% 25
2023
Q2 		$5.07M Buy
1,076,877
+113,350
+12% +$460K 1.46% 25
2023
Q1 		$3.69M Buy
963,527
+100,200
+12% +$431K 1.26% 31
2022
Q4 		$3.81M Buy
+863,327
New +$3.6M 1.36% 27

Other funds holding NXE

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goehring & Rozencwajg Associates's NXE Position: Q2 2026 in Review

Goehring & Rozencwajg Associates increased its NexGen Energy (NXE) stake by 8.5% in Q2 2026, buying an estimated $1.75M and bringing the position to 1,964,702 shares worth $18.4M. The position accounts for 1.06% of the portfolio, ranked #27.

Goehring & Rozencwajg Associates first reported a position in NXE in Q4 2022 and has held it in 15 quarters since. The position peaked at $21M in Q1 2026. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Goehring & Rozencwajg Associates held 1,964,702 shares of NexGen Energy worth $18.4M as of Q2 2026.
  • Goehring & Rozencwajg Associates bought 153,759 NexGen Energy shares in Q2 2026, an estimated $1.75M.
  • NexGen Energy made up 1.06% of Goehring & Rozencwajg Associates's portfolio in Q2 2026, its #27 holding.
  • Goehring & Rozencwajg Associates first reported a position in NexGen Energy in Q4 2022 and has held it in 15 quarters since.
  • Goehring & Rozencwajg Associates's NexGen Energy position peaked at $21M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q2 2026, filed 5 Aug 2026.