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	$23.2M	Buy	+2,000,000	New	+$23.9M	9.36%	6

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

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. 283 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.
283 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.