Polen Capital Management
NXE icon

Polen Capital Management’s NexGen Energy NXE Stock Holding History

Polen Capital 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
Q2 		$588K Sell
62,639
-54,971
-47% -$625K 0.01% 183
2026
Q1 		$1.36M Buy
+117,610
New +$1.4M 0.01% 128
2025
Q4 		– Sell
-12,308
Closed -$110K – 271
2025
Q3 		$110K Buy
+12,308
New +$90.7K ﹤0.01% 230

Other funds holding NXE

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polen Capital Management's NXE Position: Q2 2026 in Review

Polen Capital Management reduced its NexGen Energy (NXE) stake by 47% in Q2 2026, selling an estimated $625K and leaving 62,639 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #183.

Polen Capital Management first reported a position in NXE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q1 2026. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Polen Capital Management held 62,639 shares of NexGen Energy worth $588K as of Q2 2026.
  • Polen Capital Management sold 54,971 NexGen Energy shares in Q2 2026, an estimated $625K.
  • NexGen Energy made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #183 holding.
  • Polen Capital Management first reported a position in NexGen Energy in Q3 2025 and has held it in 3 quarters since.
  • Polen Capital Management's NexGen Energy position peaked at $1.36M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.