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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
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Summit Financial's NXE Position: Q1 2026 in Review

Summit Financial reduced its NexGen Energy (NXE) stake by 0.08% in Q1 2026, selling an estimated $1.86K and leaving 185,944 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #558.

Summit Financial first reported a position in NXE in Q3 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

  • Summit Financial held 185,944 shares of NexGen Energy worth $2.16M as of Q1 2026.
  • Summit Financial sold 156 NexGen Energy shares in Q1 2026, an estimated $1.86K.
  • NexGen Energy made up 0.03% of Summit Financial's portfolio in Q1 2026, its #558 holding.
  • Summit Financial first reported a position in NexGen Energy in Q3 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.