Trek Financial’s NexGen Energy NXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,043,112
| Closed | -$4.68M | – | 440 |
|
|
2025
Q1 | $4.68M | Buy |
1,043,112
+669,041
| +179% | +$3M | 0.34% | 81 |
|
|
2024
Q4 | $2.47M | Buy |
374,071
+6,508
| +2% | +$43K | 0.18% | 130 |
|
|
2024
Q3 | $2.4M | Buy |
+367,563
| New | +$2.4M | 0.18% | 128 |
|
|
2023
Q1 | – | Sell |
-942,507
| Closed | -$4.18M | – | 275 |
|
|
2022
Q4 | $4.18M | Buy |
942,507
+147,732
| +19% | +$654K | 0.42% | 57 |
|
|
2022
Q3 | $2.92M | Buy |
794,775
+105,345
| +15% | +$387K | 0.31% | 66 |
|
|
2022
Q2 | $2.48M | Buy |
689,430
+250,479
| +57% | +$899K | 0.25% | 63 |
|
|
2022
Q1 | $2.48M | Buy |
+438,951
| New | +$2.48M | 0.22% | 62 |
|