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Kestra Advisory Services’s NexGen Energy NXE Stock Holding History

Kestra Advisory Services’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 		$174K Sell
18,530
-35
-0.2% -$398 ﹤0.01% 3125
2026
Q1 		$215K Hold
18,565
– – ﹤0.01% 2893
2025
Q4 		$171K Buy
18,565
+6,491
+54% +$57.3K ﹤0.01% 3023
2025
Q3 		$108K Buy
12,074
+9
+0.1% +$66 ﹤0.01% 2815
2025
Q2 		$83.7K Sell
12,065
-8,623
-42% -$48.7K ﹤0.01% 2747
2025
Q1 		$92.9K Buy
+20,688
New +$122K ﹤0.01% 2600
2024
Q4 		– Sell
-24,603
Closed -$161K – 2771
2024
Q3 		$161K Sell
24,603
-4,960
-17% -$30.8K ﹤0.01% 2412
2024
Q2 		$206K Buy
+29,563
New +$226K ﹤0.01% 2387
2024
Q1 		– Sell
-10,100
Closed -$70.7K – 2510
2023
Q4 		$70.7K Buy
+10,100
New +$62.9K ﹤0.01% 2206

Other funds holding NXE

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Kestra Advisory Services's NXE Position: Q2 2026 in Review

Kestra Advisory Services reduced its NexGen Energy (NXE) stake by 0.19% in Q2 2026, selling an estimated $398 and leaving 18,530 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Kestra Advisory Services first reported a position in NXE in Q4 2023 and has held it in 9 quarters since. The position peaked at $215K in Q1 2026. 60 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Kestra Advisory Services held 18,530 shares of NexGen Energy worth $174K as of Q2 2026.
  • Kestra Advisory Services sold 35 NexGen Energy shares in Q2 2026, an estimated $398.
  • NexGen Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3125 holding.
  • Kestra Advisory Services first reported a position in NexGen Energy in Q4 2023 and has held it in 9 quarters since.
  • Kestra Advisory Services's NexGen Energy position peaked at $215K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.