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L1 Capital’s NexGen Energy NXE Stock Holding History

L1 Capital’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 		$329M Sell
34,992,263
-228,546
-0.6% -$2.6M 11.05% 2
2026
Q1 		$408M Buy
35,220,809
+1,578,128
+5% +$18.8M 16.04% 1
2025
Q4 		$309M Buy
33,642,681
+2,804,090
+9% +$24.8M 16.13% 2
2025
Q3 		$261M Sell
30,838,591
-2,977,472
-9% -$22M 16.45% 1
2025
Q2 		$235M Buy
33,816,063
+3,171,558
+10% +$17.9M 14.18% 1
2025
Q1 		$137M Buy
30,644,505
+3,226,055
+12% +$19.1M 12.79% 2
2024
Q4 		$260M Sell
27,418,450
-3,308,831
-11% -$25M 22.23% 1
2024
Q3 		$271M Buy
30,727,281
+413,451
+1% +$2.57M 23.31% 1
2024
Q2 		$289M Buy
30,313,830
+6,230,520
+26% +$47.7M 26.39% 1
2024
Q1 		$251M Buy
24,083,310
+1,423,317
+6% +$10.6M 20.86% 1
2023
Q4 		$208M Buy
22,659,993
+843,220
+4% +$5.25M 19.48% 1
2023
Q3 		$177M Buy
21,816,773
+5,195,210
+31% +$26.9M 15.11% 1
2023
Q2 		$104M Buy
16,621,563
+5,405,617
+48% +$21.9M 12.5% 1
2023
Q1 		$58.2M Buy
11,215,946
+5,618,658
+100% +$24.2M 8.11% 9
2022
Q4 		$33.5M Sell
5,597,288
-3,521,633
-39% -$14.7M 5.17% 9
2022
Q3 		$45.8M Sell
9,118,921
-2,781,491
-23% -$11.2M 8.95% 6
2022
Q2 		$66.4M Sell
11,900,412
-565,880
-5% -$2.68M 12.95% 3
2022
Q1 		$78.9M Buy
12,466,292
+2,211,444
+22% +$10.6M 9.55% 5
2021
Q4 		$56.8M Buy
10,254,848
+383,841
+4% +$1.97M 6.56% 9
2021
Q3 		$59.4M Buy
9,871,007
+538,692
+6% +$2.38M 7.39% 7
2021
Q2 		$47.6M Buy
+9,332,315
New +$39.7M 9.83% 5

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
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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

L1 Capital's NXE Position: Q2 2026 in Review

L1 Capital reduced its NexGen Energy (NXE) stake by 0.65% in Q2 2026, selling an estimated $2.6M and leaving 34,992,263 shares worth $329M. The position accounts for 11.05% of the portfolio, ranked #2.

L1 Capital first reported a position in NXE in Q2 2021 and has held it in 21 quarters since. The position peaked at $408M in Q1 2026. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • L1 Capital held 34,992,263 shares of NexGen Energy worth $329M as of Q2 2026.
  • L1 Capital sold 228,546 NexGen Energy shares in Q2 2026, an estimated $2.6M.
  • NexGen Energy made up 11.05% of L1 Capital's portfolio in Q2 2026, its #2 holding.
  • L1 Capital first reported a position in NexGen Energy in Q2 2021 and has held it in 21 quarters since.
  • L1 Capital's NexGen Energy position peaked at $408M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on L1 Capital's 13F filing for Q2 2026, filed 13 Aug 2026.