TCFG Wealth Management’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
Q1
$116K Buy
+10,000
New +$119K 0.04% 268
2025
Q3
Sell
-62,500
Closed -$434K 280
2025
Q2
$434K Sell
62,500
-500
-0.8% -$2.82K 0.2% 139
2025
Q1
$283K Buy
63,000
+500
+0.8% +$2.96K 0.14% 179
2024
Q4
$412K Buy
62,500
+3,700
+6% +$27.9K 0.21% 121
2024
Q3
$384K Buy
+58,800
New +$365K 0.19% 126

Other funds holding NXE

TCFG Wealth Management's NXE Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in NexGen Energy (NXE) in Q1 2026: 10,000 shares worth $116K. The stake represents 0.04% of the portfolio and ranks #268 among its holdings. This is a return to the name: TCFG Wealth Management previously reported a position in NXE as recently as Q2 2025.

TCFG Wealth Management first reported a position in NXE in Q3 2024 and has held it in 5 quarters since. The position peaked at $434K in Q2 2025. 285 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

  • TCFG Wealth Management held 10,000 shares of NexGen Energy worth $116K as of Q1 2026.
  • NexGen Energy was a new TCFG Wealth Management position in Q1 2026.
  • NexGen Energy made up 0.04% of TCFG Wealth Management's portfolio in Q1 2026, its #268 holding.
  • TCFG Wealth Management first reported a position in NexGen Energy in Q3 2024 and has held it in 5 quarters since.
  • TCFG Wealth Management's NexGen Energy position peaked at $434K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.