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WR Wealth Planners’s NexGen Energy NXE Stock Holding History

WR Wealth Planners’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
2022
Q4 		– Sell
-31
Closed -$114 – 531
2022
Q3 		$114 Buy
+31
New +$125 ﹤0.01% 499

Other funds holding NXE

LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

WR Wealth Planners's NXE Position: Q4 2022 in Review

WR Wealth Planners sold out of NexGen Energy (NXE) in Q4 2022, closing a stake of 31 shares — an estimated $114 sold.

WR Wealth Planners first reported a position in NXE in Q3 2022 and held it in 1 quarter. The position peaked at $114 in Q3 2022. 137 funds tracked by Wall St. Rank hold NXE as of Q4 2022.

  • WR Wealth Planners reported no remaining NexGen Energy position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 31 NexGen Energy shares in Q4 2022, an estimated $114.
  • WR Wealth Planners first reported a position in NexGen Energy in Q3 2022 and held it in 1 quarter.
  • WR Wealth Planners's NexGen Energy position peaked at $114 in Q3 2022.
  • 137 funds tracked by Wall St. Rank held NexGen Energy as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.