Grantham, Mayo, Van Otterloo & Co (GMO)’s NexGen Energy NXE Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$71.3M	Buy	7,592,203 +38,088	+0.5%	+$433K	0.16%	54
2026 Q1	$87.4M	Sell	7,554,115 -211,771	-3%	-$2.53M	0.22%	49
2025 Q4	$71.6M	Sell	7,765,886 -1,044,168	-12%	-$9.22M	0.18%	51
2025 Q3	$78.9M	Sell	8,810,054 -409,400	-4%	-$3.02M	0.22%	46
2025 Q2	$63.9M	Buy	9,219,454 +1,407,000	+18%	+$7.94M	0.19%	48
2025 Q1	$35M	Buy	7,812,454 +1,216,995	+18%	+$7.19M	0.11%	121
2024 Q4	$43.5M	Sell	6,595,459 -3,187,500	-33%	-$24M	0.14%	89
2024 Q3	$63.9M	Sell	9,782,959 -2,439,574	-20%	-$15.2M	0.2%	55
2024 Q2	$85.2M	Buy	12,222,533 +8,728,733	+250%	+$66.8M	0.29%	45
2024 Q1	$27.2M	Buy	3,493,800 +1,366,300	+64%	+$10.1M	0.1%	149
2023 Q4	$15M	Buy	+2,127,500	New	+$13.2M	0.07%	204

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Grantham, Mayo, Van Otterloo & Co (GMO)'s NXE Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its NexGen Energy (NXE) stake by 0.5% in Q2 2026, buying an estimated $433K and bringing the position to 7,592,203 shares worth $71.3M. The position accounts for 0.16% of the portfolio, ranked #54.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in NXE in Q4 2023 and has held it in 11 quarters since. The position peaked at $87.4M in Q1 2026. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 7,592,203 shares of NexGen Energy worth $71.3M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 38,088 NexGen Energy shares in Q2 2026, an estimated $433K.
NexGen Energy made up 0.16% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #54 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in NexGen Energy in Q4 2023 and has held it in 11 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s NexGen Energy position peaked at $87.4M in Q1 2026.
276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.