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Jeff Yass’s NexGen Energy NXE Stock Holding History

Jeff Yass’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 		$7.11M Sell
756,800
-364,700
-33% -$4.15M ﹤0.01% 3962
2026
Q1 		$13M Buy
1,121,500
+656,300
+141% +$7.83M ﹤0.01% 2736
2025
Q4 		$4.28M Sell
465,200
-85,500
-16% -$755K ﹤0.01% 4267
2025
Q3 		$4.93M Sell
550,700
-284,400
-34% -$2.1M ﹤0.01% 4113
2025
Q2 		$5.8M Sell
835,100
-1,853,000
-69% -$10.5M ﹤0.01% 3706
2025
Q1 		$12.1M Buy
2,688,100
+2,488,900
+1,249% +$14.7M ﹤0.01% 2291
2024
Q4 		$1.31M Sell
199,200
-2,785,800
-93% -$21M ﹤0.01% 6293
2024
Q3 		$19.5M Sell
2,985,000
-310,100
-9% -$1.93M ﹤0.01% 1857
2024
Q2 		$23M Buy
3,295,100
+3,088,300
+1,493% +$23.6M ﹤0.01% 1586
2024
Q1 		$1.61M Sell
206,800
-12,000
-5% -$89.1K ﹤0.01% 5835
2023
Q4 		$1.53M Buy
218,800
+149,400
+215% +$930K ﹤0.01% 5955
2023
Q3 		$414K Buy
69,400
+6,000
+9% +$31.1K ﹤0.01% 8673
2023
Q2 		$299K Sell
63,400
-8,600
-12% -$34.9K ﹤0.01% 9444
2023
Q1 		$276K Sell
72,000
-33,600
-32% -$144K ﹤0.01% 9903
2022
Q4 		$468K Sell
105,600
-110,200
-51% -$460K ﹤0.01% 8045
2022
Q3 		$792K Buy
215,800
+119,500
+124% +$481K ﹤0.01% 7253
2022
Q2 		$346K Sell
96,300
-800
-0.8% -$3.8K ﹤0.01% 9187
2022
Q1 		$550K Sell
97,100
-37,000
-28% -$178K ﹤0.01% 8734
2021
Q4 		$586K Sell
134,100
-74,300
-36% -$382K ﹤0.01% 8756
2021
Q3 		$986K Sell
208,400
-4,500
-2% -$19.9K ﹤0.01% 7590
2021
Q2 		$873K Buy
212,900
+85,700
+67% +$365K ﹤0.01% 8144
2021
Q1 		$462K Buy
+127,200
New +$432K ﹤0.01% 9667

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

Jeff Yass's NXE Position: Q2 2026 in Review

Jeff Yass increased its NexGen Energy (NXE) stake by 244% in Q2 2026, buying an estimated $8.83M and bringing the position to 1,095,167 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3368.

Jeff Yass first reported a position in NXE in Q4 2017 and has held it in 24 quarters since. The position peaked at $20.8M in Q3 2025. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Jeff Yass held 1,095,167 shares of NexGen Energy worth $10.3M as of Q2 2026.
  • Jeff Yass bought 777,165 NexGen Energy shares in Q2 2026, an estimated $8.83M.
  • NexGen Energy made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3368 holding.
  • Jeff Yass first reported a position in NexGen Energy in Q4 2017 and has held it in 24 quarters since.
  • Jeff Yass's NexGen Energy position peaked at $20.8M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.