Packer & Co’s NexGen Energy NXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$28.1M Sell
2,424,793
-600,000
-20% -$7.16M 10.52% 3
2025
Q4
$27.8M Hold
3,024,793
7.41% 4
2025
Q3
$27.1M Buy
+3,024,793
New +$22.3M 7.48% 5
2025
Q1
$13.6M Buy
+3,024,793
New +$17.9M 4.13% 7

Other funds holding NXE

Packer & Co's NXE Position: Q1 2026 in Review

Packer & Co reduced its NexGen Energy (NXE) stake by 20% in Q1 2026, selling an estimated $7.16M and leaving 2,424,793 shares worth $28.1M. The position accounts for 10.52% of the portfolio, ranked #3.

Packer & Co first reported a position in NXE in Q1 2025 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

  • Packer & Co held 2,424,793 shares of NexGen Energy worth $28.1M as of Q1 2026.
  • Packer & Co sold 600,000 NexGen Energy shares in Q1 2026, an estimated $7.16M.
  • NexGen Energy made up 10.52% of Packer & Co's portfolio in Q1 2026, its #3 holding.
  • Packer & Co first reported a position in NexGen Energy in Q1 2025 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

Based on Packer & Co's 13F filing for Q1 2026, filed 13 May 2026.