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Segra Capital Management’s NexGen Energy NXE Stock Holding History

Segra 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
Q1 		– Sell
-175,000
Closed -$2.09M – 13
2025
Q4 		$1.61M Sell
175,000
-3,094,388
-95% -$27.3M 1.14% 5
2025
Q3 		$29.3M Sell
3,269,388
-10,838,456
-77% -$79.9M 11.83% 3
2025
Q2 		$97.9M Buy
14,107,844
+369,489
+3% +$2.09M 27.05% 1
2025
Q1 		$61.7M Buy
13,738,355
+3,024,726
+28% +$17.9M 19.7% 1
2024
Q4 		$70.7M Sell
10,713,629
-958,129
-8% -$7.23M 26.82% 1
2024
Q3 		$76.2M Buy
11,671,758
+2,431,200
+26% +$15.1M 29.73% 1
2024
Q2 		$64.5M Sell
9,240,558
-172,402
-2% -$1.32M 51.19% 1
2024
Q1 		$73.1M Buy
9,412,960
+928,697
+11% +$6.9M 55.9% 1
2023
Q4 		$59.4M Buy
8,484,263
+123,592
+1% +$770K 47.64% 1
2023
Q3 		$49.9M Sell
8,360,671
-3,068,337
-27% -$15.9M 35.79% 1
2023
Q2 		$53.8M Buy
11,429,008
+630,525
+6% +$2.56M 31.38% 1
2023
Q1 		$41.4M Buy
10,798,483
+975,000
+10% +$4.19M 29.29% 1
2022
Q4 		$43.5M Buy
9,823,483
+895,403
+10% +$3.73M 31.93% 1
2022
Q3 		$32.8M Buy
8,928,080
+1,193,401
+15% +$4.8M 27.38% 1
2022
Q2 		$27.8M Buy
7,734,679
+1,039,206
+16% +$4.93M 30.91% 1
2022
Q1 		$37.9M Sell
6,695,473
-318,864
-5% -$1.53M 34.48% 1
2021
Q4 		$28.8M Buy
+7,014,337
New +$36.1M 43.54% 1

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

Segra Capital Management's NXE Position: Q1 2026 in Review

Segra Capital Management sold out of NexGen Energy (NXE) in Q1 2026, closing a stake of 175,000 shares — an estimated $2.09M sold.

Segra Capital Management first reported a position in NXE in Q4 2021 and held it in 17 quarters. The position peaked at $97.9M in Q2 2025. 285 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

  • Segra Capital Management reported no remaining NexGen Energy position as of Q1 2026 after selling out during the quarter.
  • Segra Capital Management sold 175,000 NexGen Energy shares in Q1 2026, an estimated $2.09M.
  • Segra Capital Management first reported a position in NexGen Energy in Q4 2021 and held it in 17 quarters.
  • Segra Capital Management's NexGen Energy position peaked at $97.9M in Q2 2025.
  • 285 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

Based on Segra Capital Management's 13F filing for Q1 2026, filed 7 May 2026.