Summit Financial’s NexGen Energy NXE Stock Holding History

Summit Financial’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	$1.75M	Hold	185,944	–	–	0.02%	667
2026 Q1	$2.16M	Sell	185,944 -156	-0.1%	-$1.86K	0.03%	558
2025 Q4	$1.71M	Sell	186,100 -500	-0.3%	-$4.42K	0.03%	527
2025 Q3	$1.67M	Buy	+186,600	New	+$1.38M	0.03%	518

Other funds holding NXE

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Summit Financial's NXE Position: Q2 2026 in Review

Summit Financial held its NexGen Energy (NXE) position steady in Q2 2026 at 185,944 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #667.

Summit Financial first reported a position in NXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.16M in Q1 2026. 275 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

Summit Financial held 185,944 shares of NexGen Energy worth $1.75M as of Q2 2026.
Summit Financial left its NexGen Energy share count unchanged in Q2 2026.
NexGen Energy made up 0.02% of Summit Financial's portfolio in Q2 2026, its #667 holding.
Summit Financial first reported a position in NexGen Energy in Q3 2025 and has held it in 4 quarters since.
Summit Financial's NexGen Energy position peaked at $2.16M in Q1 2026.
275 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.