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Planned Solutions’s NexGen Energy NXE Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-21
Closed -$137 – 461
2024
Q3 		$137 Buy
+21
New +$130 ﹤0.01% 639
2024
Q1 		– Sell
-21
Closed -$147 – 395
2023
Q4 		$147 Buy
+21
New +$131 ﹤0.01% 569

Other funds holding NXE

LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $496M AUM 19.93% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Planned Solutions's NXE Position: Q4 2024 in Review

Planned Solutions sold out of NexGen Energy (NXE) in Q4 2024, closing a stake of 21 shares — an estimated $137 sold.

Planned Solutions first reported a position in NXE in Q4 2023 and held it in 2 quarters. The position peaked at $147 in Q4 2023. 247 funds tracked by Wall St. Rank hold NXE as of Q4 2024.

  • Planned Solutions reported no remaining NexGen Energy position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 21 NexGen Energy shares in Q4 2024, an estimated $137.
  • Planned Solutions first reported a position in NexGen Energy in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's NexGen Energy position peaked at $147 in Q4 2023.
  • 247 funds tracked by Wall St. Rank held NexGen Energy as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.