Steward Partners Investment Advisory’s NexGen Energy NXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
15,336
-10,100
| -40% | -$70.1K | ﹤0.01% | 2076 |
|
|
2025
Q1 | $114K | Hold |
25,436
| – | – | ﹤0.01% | 1941 |
|
|
2024
Q4 | $168K | Buy |
25,436
+20,100
| +377% | +$133K | ﹤0.01% | 1710 |
|
|
2024
Q3 | $34.8K | Hold |
5,336
| – | – | ﹤0.01% | 2413 |
|
|
2024
Q2 | $37.2K | Buy |
5,336
+2,336
| +78% | +$16.3K | ﹤0.01% | 2246 |
|
|
2024
Q1 | $23.3K | Buy |
3,000
+2,000
| +200% | +$15.5K | ﹤0.01% | 2453 |
|
|
2023
Q4 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 2841 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$901 | – | 7299 |
|
|
2021
Q1 | $901 | Buy |
+250
| New | +$901 | ﹤0.01% | 3322 |
|