Institute for Wealth Management’s NexGen Energy NXE Stock Holding History

Institute for Wealth 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	$1.58K	Buy	+168	New	+$1.91K	﹤0.01%	1619

Other funds holding NXE

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Institute for Wealth Management's NXE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NexGen Energy (NXE) in Q2 2026: 168 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings.

107 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

Institute for Wealth Management held 168 shares of NexGen Energy worth $1.58K as of Q2 2026.
NexGen Energy was a new Institute for Wealth Management position in Q2 2026.
NexGen Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1619 holding.
107 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.