Lloyd Harbor Capital Management’s NexGen Energy NXE Stock Holding History

Lloyd Harbor Capital 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 Q1	–	Sell	-700,000	Closed	-$6.44M	–	31
2025 Q4	$6.44M	Hold	700,000	–	–	3.1%	16
2025 Q3	$6.26M	Buy	+700,000	New	+$5.16M	2.44%	15
2025 Q2	–	Sell	-1,000,000	Closed	-$4.49M	–	21
2025 Q1	$4.49M	Buy	+1,000,000	New	+$5.91M	3.29%	14

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

Lloyd Harbor Capital Management's NXE Position: Q2 2026 in Review

Lloyd Harbor Capital Management sold out of NexGen Energy (NXE) in Q2 2026, closing a stake of 1,237,817 shares — an estimated $14.4M sold.

Lloyd Harbor Capital Management first reported a position in NXE in Q1 2023 and held it in 13 quarters. The position peaked at $31.2M in Q3 2025. 275 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

Lloyd Harbor Capital Management reported no remaining NexGen Energy position as of Q2 2026 after selling out during the quarter.
Lloyd Harbor Capital Management sold 1,237,817 NexGen Energy shares in Q2 2026, an estimated $14.4M.
Lloyd Harbor Capital Management first reported a position in NexGen Energy in Q1 2023 and held it in 13 quarters.
Lloyd Harbor Capital Management's NexGen Energy position peaked at $31.2M in Q3 2025.
275 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Lloyd Harbor Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.