JO
NXE icon

John Overdeck’s NexGen Energy NXE Stock Holding History

John Overdeck’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 		$9.72M Buy
1,035,536
+286,336
+38% +$3.25M 0.01% 1539
2026
Q1 		$8.69M Sell
749,200
-187,687
-20% -$2.24M 0.01% 1504
2025
Q4 		$8.62M Buy
936,887
+762,362
+437% +$6.73M 0.01% 1226
2025
Q3 		$1.56M Buy
+174,525
New +$1.29M ﹤0.01% 2290
2024
Q1 		– Sell
-1,560,862
Closed -$10.9M – 3274
2023
Q4 		$10.9M Buy
1,560,862
+1,507,162
+2,807% +$9.39M 0.03% 645
2023
Q3 		$321K Buy
+53,700
New +$278K ﹤0.01% 2464
2023
Q1 		– Sell
-304,987
Closed -$1.35M – 3133
2022
Q4 		$1.35M Buy
304,987
+47,355
+18% +$198K ﹤0.01% 1547
2022
Q3 		$946K Sell
257,632
-80,807
-24% -$325K ﹤0.01% 1497
2022
Q2 		$1.22M Buy
338,439
+238,439
+238% +$1.13M ﹤0.01% 1461
2022
Q1 		$566K Sell
100,000
-421,978
-81% -$2.03M ﹤0.01% 1960
2021
Q4 		$2.28M Buy
521,978
+469,195
+889% +$2.41M ﹤0.01% 1815
2021
Q3 		$250K Buy
+52,783
New +$233K ﹤0.01% 3799
2020
Q4 		– Sell
-146,500
Closed -$253K – 3632
2020
Q3 		$253K Buy
+146,500
New +$249K ﹤0.01% 2677

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

John Overdeck's NXE Position: Q2 2026 in Review

John Overdeck increased its NexGen Energy (NXE) stake by 38% in Q2 2026, buying an estimated $3.25M and bringing the position to 1,035,536 shares worth $9.72M. The position accounts for 0.01% of the portfolio, ranked #1539.

John Overdeck first reported a position in NXE in Q3 2020 and has held it in 13 quarters since. The position peaked at $10.9M in Q4 2023. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • John Overdeck held 1,035,536 shares of NexGen Energy worth $9.72M as of Q2 2026.
  • John Overdeck bought 286,336 NexGen Energy shares in Q2 2026, an estimated $3.25M.
  • NexGen Energy made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1539 holding.
  • John Overdeck first reported a position in NexGen Energy in Q3 2020 and has held it in 13 quarters since.
  • John Overdeck's NexGen Energy position peaked at $10.9M in Q4 2023.
  • 276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.