LPL Financial
NXE icon

LPL Financial’s NexGen Energy NXE Stock Holding History

LPL Financial’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
Q3 		$1.4M Sell
153,257
-674
-0.4% -$6.62K ﹤0.01% 4184
2026
Q2 		$1.45M Sell
153,931
-2,246
-1% -$25.5K ﹤0.01% 4094
2026
Q1 		$1.81M Sell
156,177
-8,106
-5% -$96.8K ﹤0.01% 3616
2025
Q4 		$1.51M Buy
164,283
+21,480
+15% +$190K ﹤0.01% 3657
2025
Q3 		$1.28M Sell
142,803
-36,024
-20% -$266K ﹤0.01% 3765
2025
Q2 		$1.24M Buy
178,827
+88,544
+98% +$500K ﹤0.01% 3551
2025
Q1 		$405K Buy
90,283
+43,952
+95% +$260K ﹤0.01% 4356
2024
Q4 		$306K Buy
46,331
+830
+2% +$6.26K ﹤0.01% 4511
2024
Q3 		$297K Buy
45,501
+8,528
+23% +$53K ﹤0.01% 4438
2024
Q2 		$258K Sell
36,973
-1,146
-3% -$8.78K ﹤0.01% 4379
2024
Q1 		$296K Buy
38,119
+3,738
+11% +$27.8K ﹤0.01% 4212
2023
Q4 		$241K Buy
34,381
+8,569
+33% +$53.4K ﹤0.01% 4255
2023
Q3 		$154K Buy
25,812
+15,351
+147% +$79.4K ﹤0.01% 4321
2023
Q2 		$49.3K Buy
+10,461
New +$42.5K ﹤0.01% 4427
2022
Q4 		– Sell
-10,541
Closed -$39K – 4524
2022
Q3 		$39K Sell
10,541
-9,790
-48% -$39.4K ﹤0.01% 4263
2022
Q2 		$73K Sell
20,331
-489
-2% -$2.32K ﹤0.01% 4185
2022
Q1 		$118K Buy
20,820
+6,627
+47% +$31.8K ﹤0.01% 3950
2021
Q4 		$62K Sell
14,193
-15,222
-52% -$78.3K ﹤0.01% 4207
2021
Q3 		$139K Buy
29,415
+12,662
+76% +$56K ﹤0.01% 4071
2021
Q2 		$69K Buy
16,753
+5,850
+54% +$24.9K ﹤0.01% 4111
2021
Q1 		$40K Buy
+10,903
New +$37K ﹤0.01% 4006

Other funds holding NXE

VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

LPL Financial's NXE Position: Q3 2026 in Review

LPL Financial reduced its NexGen Energy (NXE) stake by 0.44% in Q3 2026, selling an estimated $6.62K and leaving 153,257 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #4184.

LPL Financial first reported a position in NXE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q1 2026. 195 funds tracked by Wall St. Rank hold NXE as of Q3 2026.

  • LPL Financial held 153,257 shares of NexGen Energy worth $1.4M as of Q3 2026.
  • LPL Financial sold 674 NexGen Energy shares in Q3 2026, an estimated $6.62K.
  • NexGen Energy made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4184 holding.
  • LPL Financial first reported a position in NexGen Energy in Q1 2021 and has held it in 21 quarters since.
  • LPL Financial's NexGen Energy position peaked at $1.81M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held NexGen Energy as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.