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Lifetime Wealth Management’s NexGen Energy NXE Stock Holding History

Lifetime Wealth Management’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 		$93.9K Hold
10,000
– – 0.05% 88
2026
Q1 		$116K Hold
10,000
– – 0.07% 83
2025
Q4 		$92K Buy
+10,000
New +$88.3K 0.06% 87

Other funds holding NXE

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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
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 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

Lifetime Wealth Management's NXE Position: Q2 2026 in Review

Lifetime Wealth Management held its NexGen Energy (NXE) position steady in Q2 2026 at 10,000 shares worth $93.9K. The position accounts for 0.05% of the portfolio, ranked #88.

Lifetime Wealth Management first reported a position in NXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $116K in Q1 2026. 275 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Lifetime Wealth Management held 10,000 shares of NexGen Energy worth $93.9K as of Q2 2026.
  • Lifetime Wealth Management left its NexGen Energy share count unchanged in Q2 2026.
  • NexGen Energy made up 0.05% of Lifetime Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Lifetime Wealth Management first reported a position in NexGen Energy in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's NexGen Energy position peaked at $116K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.