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U.S. Capital Wealth Advisors’s NexGen Energy NXE Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-60
Closed -$266 – 1220
2022
Q4 		$266 Buy
+60
New +$250 ﹤0.01% 1596

Other funds holding NXE

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $245M AUM 141.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

U.S. Capital Wealth Advisors's NXE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of NexGen Energy (NXE) in Q1 2023, closing a stake of 60 shares — an estimated $266 sold.

U.S. Capital Wealth Advisors first reported a position in NXE in Q4 2022 and held it in 1 quarter. The position peaked at $266 in Q4 2022. 141 funds tracked by Wall St. Rank hold NXE as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining NexGen Energy position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 60 NexGen Energy shares in Q1 2023, an estimated $266.
  • U.S. Capital Wealth Advisors first reported a position in NexGen Energy in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's NexGen Energy position peaked at $266 in Q4 2022.
  • 141 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.