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Lake Street Advisors Group’s NexGen Energy NXE Stock Holding History

Lake Street Advisors Group’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
2024
Q3 		– Sell
-193,150
Closed -$1.35M – 656
2024
Q2 		$1.35M Hold
193,150
– – 0.06% 178
2024
Q1 		$1.5M Buy
193,150
+29,395
+18% +$218K 0.07% 172
2023
Q4 		$1.15M Buy
163,755
+114,500
+232% +$713K 0.06% 199
2023
Q3 		$296K Buy
+49,255
New +$255K 0.02% 228

Other funds holding NXE

LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lake Street Advisors Group's NXE Position: Q3 2024 in Review

Lake Street Advisors Group sold out of NexGen Energy (NXE) in Q3 2024, closing a stake of 193,150 shares — an estimated $1.35M sold.

Lake Street Advisors Group first reported a position in NXE in Q3 2023 and held it in 4 quarters. The position peaked at $1.5M in Q1 2024. 222 funds tracked by Wall St. Rank hold NXE as of Q3 2024.

  • Lake Street Advisors Group reported no remaining NexGen Energy position as of Q3 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 193,150 NexGen Energy shares in Q3 2024, an estimated $1.35M.
  • Lake Street Advisors Group first reported a position in NexGen Energy in Q3 2023 and held it in 4 quarters.
  • Lake Street Advisors Group's NexGen Energy position peaked at $1.5M in Q1 2024.
  • 222 funds tracked by Wall St. Rank held NexGen Energy as of Q3 2024.

Based on Lake Street Advisors Group's 13F filing for Q3 2024, filed 23 Oct 2024.