Steward Partners Investment Advisory’s NexGen Energy NXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$177K Sell
18,875
-211
-1% -$2.4K ﹤0.01% 2298
2026
Q1
$221K Buy
19,086
+5,250
+38% +$62.7K ﹤0.01% 1963
2025
Q4
$127K Sell
13,836
-500
-3% -$4.42K ﹤0.01% 2161
2025
Q3
$128K Sell
14,336
-1,000
-7% -$7.37K ﹤0.01% 2088
2025
Q2
$106K Sell
15,336
-10,100
-40% -$57K ﹤0.01% 2076
2025
Q1
$114K Hold
25,436
﹤0.01% 1941
2024
Q4
$168K Buy
25,436
+20,100
+377% +$152K ﹤0.01% 1710
2024
Q3
$34.8K Hold
5,336
﹤0.01% 2413
2024
Q2
$37.2K Buy
5,336
+2,336
+78% +$17.9K ﹤0.01% 2246
2024
Q1
$23.3K Buy
3,000
+2,000
+200% +$14.9K ﹤0.01% 2453
2023
Q4
$7K Buy
+1,000
New +$6.23K ﹤0.01% 2841
2021
Q2
Sell
-250
Closed -$901 7303
2021
Q1
$901 Buy
+250
New +$849 ﹤0.01% 3322

Other funds holding NXE

Steward Partners Investment Advisory's NXE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its NexGen Energy (NXE) stake by 1.1% in Q2 2026, selling an estimated $2.4K and leaving 18,875 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Steward Partners Investment Advisory first reported a position in NXE in Q1 2021 and has held it in 12 quarters since. The position peaked at $221K in Q1 2026. 276 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Steward Partners Investment Advisory held 18,875 shares of NexGen Energy worth $177K as of Q2 2026.
  • Steward Partners Investment Advisory sold 211 NexGen Energy shares in Q2 2026, an estimated $2.4K.
  • NexGen Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2298 holding.
  • Steward Partners Investment Advisory first reported a position in NexGen Energy in Q1 2021 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's NexGen Energy position peaked at $221K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.