Kerrisdale Advisers’s NexGen Energy NXE Stock Holding History

Kerrisdale Advisers’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	$283K	Hold	30,183	–	–	0.07%	107
2026 Q1	$350K	Sell	30,183 -20,700	-41%	-$247K	0.13%	98
2025 Q4	$468K	Hold	50,883	–	–	0.22%	59
2025 Q3	$455K	Hold	50,883	–	–	0.24%	58
2025 Q2	$354K	Hold	50,883	–	–	0.18%	51
2025 Q1	$228K	Sell	50,883 -27,200	-35%	-$161K	0.1%	73
2024 Q4	$515K	Hold	78,083	–	–	0.17%	69
2024 Q3	$509K	Sell	78,083 -58,700	-43%	-$365K	0.17%	75
2024 Q2	$954K	Hold	136,783	–	–	0.3%	59
2024 Q1	$1.06M	Hold	136,783	–	–	0.33%	57
2023 Q4	$957K	Hold	136,783	–	–	0.29%	57
2023 Q3	$819K	Sell	136,783 -40,500	-23%	-$210K	0.26%	65
2023 Q2	$837K	Buy	+177,283	New	+$720K	0.23%	70

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Kerrisdale Advisers's NXE Position: Q2 2026 in Review

Kerrisdale Advisers held its NexGen Energy (NXE) position steady in Q2 2026 at 30,183 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #107.

Kerrisdale Advisers first reported a position in NXE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2024. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

Kerrisdale Advisers held 30,183 shares of NexGen Energy worth $283K as of Q2 2026.
Kerrisdale Advisers left its NexGen Energy share count unchanged in Q2 2026.
NexGen Energy made up 0.07% of Kerrisdale Advisers's portfolio in Q2 2026, its #107 holding.
Kerrisdale Advisers first reported a position in NexGen Energy in Q2 2023 and has held it in 13 quarters since.
Kerrisdale Advisers's NexGen Energy position peaked at $1.06M in Q1 2024.
276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.