Spire Wealth Management’s NexGen Energy NXE Stock Holding History

Spire Wealth 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	–	Sell	-441	Closed	-$5.12K	–	2332
2026 Q1	$5.12K	Sell	441 -3,178	-88%	-$37.9K	﹤0.01%	1836
2025 Q4	$33.3K	Hold	3,619	–	–	﹤0.01%	1308
2025 Q3	$32.4K	Sell	3,619 -300	-8%	-$2.21K	﹤0.01%	1369
2025 Q2	$27.2K	Sell	3,919 -4,700	-55%	-$26.5K	﹤0.01%	1405
2025 Q1	$38.7K	Hold	8,619	–	–	﹤0.01%	1374
2024 Q4	$56.9K	Sell	8,619 -1,106	-11%	-$8.34K	﹤0.01%	1235
2024 Q3	$63.5K	Buy	9,725 +1,886	+24%	+$11.7K	﹤0.01%	1062
2024 Q2	$54.7K	Buy	7,839 +2,839	+57%	+$21.7K	﹤0.01%	1083
2024 Q1	$38.9K	Sell	5,000 -4,598	-48%	-$34.1K	﹤0.01%	1298
2023 Q4	$72.9K	Sell	9,598 -809	-8%	-$5.04K	﹤0.01%	1083
2023 Q3	$62.1K	Buy	10,407 +1,633	+19%	+$8.45K	﹤0.01%	1096
2023 Q2	$41.3K	Hold	8,774	–	–	﹤0.01%	1277
2023 Q1	$33.6K	Sell	8,774 -1,226	-12%	-$5.27K	﹤0.01%	1384
2022 Q4	$44K	Sell	10,000 -1,000	-9%	-$4.17K	﹤0.01%	1029
2022 Q3	$40K	Buy	11,000 +7,226	+191%	+$29.1K	﹤0.01%	1032
2022 Q2	$14K	Buy	+3,774	New	+$17.9K	﹤0.01%	1803
2022 Q1	–	Sell	-5,009	Closed	-$22K	–	2763
2021 Q4	$22K	Buy	+5,009	New	+$25.8K	﹤0.01%	2082
2021 Q2	–	Sell	-5,174	Closed	-$18K	–	2847
2021 Q1	$18K	Buy	+5,174	New	+$17.6K	﹤0.01%	2194

Other funds holding NXE

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Acasta Partners UK London $189M AUM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return