Kerr Financial Planning’s NexGen Energy NXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.39K Hold
1,000
0.01% 380
2026
Q1
$11.8K Hold
1,000
0.01% 346
2025
Q4
$11K Hold
1,000
0.01% 354
2025
Q3
$8.09K Buy
+1,000
New +$7.37K 0.01% 376

Other funds holding NXE

Kerr Financial Planning's NXE Position: Q2 2026 in Review

Kerr Financial Planning held its NexGen Energy (NXE) position steady in Q2 2026 at 1,000 shares worth $9.39K. The position accounts for 0.01% of the portfolio, ranked #380.

Kerr Financial Planning first reported a position in NXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.8K in Q1 2026. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Kerr Financial Planning held 1,000 shares of NexGen Energy worth $9.39K as of Q2 2026.
  • Kerr Financial Planning left its NexGen Energy share count unchanged in Q2 2026.
  • NexGen Energy made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #380 holding.
  • Kerr Financial Planning first reported a position in NexGen Energy in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's NexGen Energy position peaked at $11.8K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.