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Themes Management Co’s NexGen Energy NXE Stock Holding History

Themes Management Co’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 		– Sell
-76,340
Closed -$886K – 140
2026
Q1 		$886K Buy
76,340
+4,788
+7% +$57.2K 0.55% 76
2025
Q4 		$658K Buy
+71,552
New +$632K 0.49% 77

Other funds holding NXE

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Themes Management Co's NXE Position: Q2 2026 in Review

Themes Management Co sold out of NexGen Energy (NXE) in Q2 2026, closing a stake of 76,340 shares — an estimated $886K sold.

Themes Management Co first reported a position in NXE in Q4 2025 and held it in 2 quarters. The position peaked at $886K in Q1 2026. 275 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

  • Themes Management Co reported no remaining NexGen Energy position as of Q2 2026 after selling out during the quarter.
  • Themes Management Co sold 76,340 NexGen Energy shares in Q2 2026, an estimated $886K.
  • Themes Management Co first reported a position in NexGen Energy in Q4 2025 and held it in 2 quarters.
  • Themes Management Co's NexGen Energy position peaked at $886K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.