Nokomis Capital’s NexGen Energy NXE Stock Holding History

Nokomis 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	$6.58M	Sell	700,757 -595,691	-46%	-$6.77M	2.27%	16
2026 Q1	$15M	Sell	1,296,448 -302,500	-19%	-$3.61M	4.31%	7
2025 Q4	$14.7M	Buy	1,598,948 +112,000	+8%	+$989K	3.48%	8
2025 Q3	$13.3M	Sell	1,486,948 -77,900	-5%	-$574K	3.54%	9
2025 Q2	$10.9M	Buy	1,564,848 +124,800	+9%	+$705K	3.6%	8
2025 Q1	$6.47M	Buy	1,440,048 +191,500	+15%	+$1.13M	2.3%	15
2024 Q4	$8.24M	Hold	1,248,548	–	–	2.94%	11
2024 Q3	$8.15M	Hold	1,248,548	–	–	2.77%	13
2024 Q2	$8.71M	Sell	1,248,548 -91,000	-7%	-$697K	3.1%	10
2024 Q1	$10.4M	Buy	1,339,548 +42,900	+3%	+$319K	3.48%	10
2023 Q4	$9.08M	Buy	1,296,648 +1,121,648	+641%	+$6.98M	2.78%	12
2023 Q3	$1.04M	Buy	+175,000	New	+$906K	0.37%	40

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

Nokomis Capital's NXE Position: Q2 2026 in Review

Nokomis Capital reduced its NexGen Energy (NXE) stake by 46% in Q2 2026, selling an estimated $6.77M and leaving 700,757 shares worth $6.58M. The position accounts for 2.27% of the portfolio, ranked #16.

Nokomis Capital first reported a position in NXE in Q3 2023 and has held it in 12 quarters since. The position peaked at $15M in Q1 2026. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

Nokomis Capital held 700,757 shares of NexGen Energy worth $6.58M as of Q2 2026.
Nokomis Capital sold 595,691 NexGen Energy shares in Q2 2026, an estimated $6.77M.
NexGen Energy made up 2.27% of Nokomis Capital's portfolio in Q2 2026, its #16 holding.
Nokomis Capital first reported a position in NexGen Energy in Q3 2023 and has held it in 12 quarters since.
Nokomis Capital's NexGen Energy position peaked at $15M in Q1 2026.
276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

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