Summit Wealth Partners’s NexGen Energy NXE Stock Holding History

Summit Wealth Partners’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
2024 Q4	–	Sell	-10,263	Closed	-$67K	–	224
2024 Q3	$67K	Hold	10,263	–	–	0.01%	234
2024 Q2	$71.6K	Hold	10,263	–	–	0.01%	221
2024 Q1	$79.7K	Hold	10,263	–	–	0.02%	219
2023 Q4	$71.8K	Hold	10,263	–	–	0.02%	211
2023 Q3	$61.3K	Hold	10,263	–	–	0.02%	182
2023 Q2	$48.3K	Hold	10,263	–	–	0.01%	180
2023 Q1	$39.3K	Hold	10,263	–	–	0.01%	184
2022 Q4	$45.5K	Hold	10,263	–	–	0.01%	175
2022 Q3	$37.7K	Hold	10,263	–	–	0.01%	157
2022 Q2	$36.8K	Hold	10,263	–	–	0.01%	161
2022 Q1	$58.1K	Hold	10,263	–	–	0.01%	165
2021 Q4	$44.8K	Hold	10,263	–	–	0.01%	162
2021 Q3	$48.5K	Hold	10,263	–	–	0.01%	149
2021 Q2	$42.1K	Buy	+10,263	New	+$43.7K	0.01%	153

Other funds holding NXE

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $496M AUM 19.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

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

Summit Wealth Partners's NXE Position: Q4 2024 in Review

Summit Wealth Partners sold out of NexGen Energy (NXE) in Q4 2024, closing a stake of 10,263 shares — an estimated $67K sold.

Summit Wealth Partners first reported a position in NXE in Q2 2021 and held it in 14 quarters. The position peaked at $79.7K in Q1 2024. 247 funds tracked by Wall St. Rank hold NXE as of Q4 2024.

Summit Wealth Partners reported no remaining NexGen Energy position as of Q4 2024 after selling out during the quarter.
Summit Wealth Partners sold 10,263 NexGen Energy shares in Q4 2024, an estimated $67K.
Summit Wealth Partners first reported a position in NexGen Energy in Q2 2021 and held it in 14 quarters.
Summit Wealth Partners's NexGen Energy position peaked at $79.7K in Q1 2024.
247 funds tracked by Wall St. Rank held NexGen Energy as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.