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Wealthspire Advisors (New York)’s NexGen Energy NXE Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-185
Closed -$1.66K – 2272
2025
Q3 		$1.66K Buy
+185
New +$1.36K ﹤0.01% 2658

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AA
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HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Ameriprise
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Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wealthspire Advisors (New York)'s NXE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of NexGen Energy (NXE) in Q4 2025, closing a stake of 185 shares — an estimated $1.66K sold.

Wealthspire Advisors (New York) first reported a position in NXE in Q3 2025 and held it in 1 quarter. The position peaked at $1.66K in Q3 2025. 256 funds tracked by Wall St. Rank hold NXE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining NexGen Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 185 NexGen Energy shares in Q4 2025, an estimated $1.66K.
  • Wealthspire Advisors (New York) first reported a position in NexGen Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s NexGen Energy position peaked at $1.66K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held NexGen Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.