Old West Investment Management’s NexGen Energy NXE Stock Holding History

Old West Investment 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	$22.5M	Sell	1,941,596 -776,199	-29%	-$9.26M	2.44%	13
2025 Q4	$25M	Buy	2,717,795 +68,023	+3%	+$601K	4.46%	4
2025 Q3	$23.7M	Buy	2,649,772 +114,971	+5%	+$848K	5.44%	2
2025 Q2	$17.6M	Buy	2,534,801 +581,048	+30%	+$3.28M	5.8%	1
2025 Q1	$8.77M	Buy	1,953,753 +948,773	+94%	+$5.61M	3.16%	13
2024 Q4	$6.63M	Sell	1,004,980 -138,048	-12%	-$1.04M	2.69%	17
2024 Q3	$7.46M	Buy	1,143,028 +434,670	+61%	+$2.7M	2.89%	16
2024 Q2	$4.94M	Buy	708,358 +41,808	+6%	+$320K	2.18%	19
2024 Q1	$5.18M	Sell	666,550 -1,525,277	-70%	-$11.3M	2.62%	15
2023 Q4	$15.3M	Sell	2,191,827 -1,255,494	-36%	-$7.82M	7.89%	3
2023 Q3	$20.6M	Sell	3,447,321 -326,297	-9%	-$1.69M	10.39%	1
2023 Q2	$17.8M	Buy	3,773,618 +68,635	+2%	+$279K	9.3%	2
2023 Q1	$14.2M	Buy	3,704,983 +54,493	+1%	+$234K	7.64%	4
2022 Q4	$16.2M	Buy	3,650,490 +21,019	+0.6%	+$87.7K	10.11%	1
2022 Q3	$13.3M	Buy	3,629,471 +26,552	+0.7%	+$107K	9.43%	3
2022 Q2	$12.9M	Sell	3,602,919 -19,953	-0.6%	-$94.7K	9.04%	2
2022 Q1	$20.5M	Sell	3,622,872 -275,969	-7%	-$1.33M	11.02%	2
2021 Q4	$17M	Sell	3,898,841 -1,041,112	-21%	-$5.35M	8.35%	3
2021 Q3	$23.4M	Sell	4,939,953 -159,071	-3%	-$703K	6.1%	4
2021 Q2	$20.9M	Buy	5,099,024 +426,055	+9%	+$1.81M	4.32%	5
2021 Q1	$17M	Sell	4,672,969 -1,338,891	-22%	-$4.55M	3.55%	6
2020 Q4	$16.6M	Buy	6,011,860 +300,851	+5%	+$603K	3.76%	7
2020 Q3	$9.88M	Buy	5,711,009 +380,751	+7%	+$646K	2.28%	8
2020 Q2	$6.88M	Buy	5,330,258 +345,782	+7%	+$442K	2.04%	12
2020 Q1	$3.63M	Buy	4,984,476 +632,968	+15%	+$630K	2.73%	12
2019 Q4	$5.57M	Sell	4,351,508 -183,817	-4%	-$236K	2.05%	11
2019 Q3	$5.89M	Buy	4,535,325 +241,638	+6%	+$333K	3.46%	7
2019 Q2	$6.74M	Buy	4,293,687 +1,751,502	+69%	+$2.72M	3.17%	6
2019 Q1	$4.12M	Buy	2,542,185 +854,929	+51%	+$1.48M	1.49%	11
2018 Q4	$3M	Buy	1,687,256 +1,019,144	+153%	+$2.09M	0.81%	20
2018 Q3	$1.37M	Buy	+668,112	New	+$1.3M	0.57%	45

Other funds holding NXE

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Old West Investment Management's NXE Position: Q1 2026 in Review

Old West Investment Management reduced its NexGen Energy (NXE) stake by 29% in Q1 2026, selling an estimated $9.26M and leaving 1,941,596 shares worth $22.5M. The position accounts for 2.44% of the portfolio, ranked #13.

Old West Investment Management first reported a position in NXE in Q3 2018 and has held it in 31 quarters since. The position peaked at $25M in Q4 2025. 283 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

Old West Investment Management held 1,941,596 shares of NexGen Energy worth $22.5M as of Q1 2026.
Old West Investment Management sold 776,199 NexGen Energy shares in Q1 2026, an estimated $9.26M.
NexGen Energy made up 2.44% of Old West Investment Management's portfolio in Q1 2026, its #13 holding.
Old West Investment Management first reported a position in NexGen Energy in Q3 2018 and has held it in 31 quarters since.
Old West Investment Management's NexGen Energy position peaked at $25M in Q4 2025.
283 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

Based on Old West Investment Management's 13F filing for Q1 2026, filed 12 May 2026.