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NexGen Energy Ltd.

NXE
Exchange
NYSE
Industry
Miscellaneous Metal Ores
SEC CIK
0001698535

No open-market purchases or sales by NexGen Energy Ltd. insiders were filed in the last 90 days; 274 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in NexGen Energy Ltd. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
209
+30 vs. Q3 2023
Shares held
216.0M
+36.2M (+20.1%) vs. Q3 2023
Total value
$1.56B
+$436.4M (+38.7%) vs. Q3 2023
New holders
51
70 more added
Sold out
21
53 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NXE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 209 institutions
Q1 2021: 101 institutionsQ2 2021: 105 institutionsQ3 2021: 122 institutionsQ4 2021: 128 institutionsQ1 2022: 126 institutionsQ2 2022: 126 institutionsQ3 2022: 127 institutionsQ4 2022: 137 institutionsQ1 2023: 140 institutionsQ2 2023: 138 institutionsQ3 2023: 183 institutionsQ4 2023: 209 institutionsQ1 2024: 230 institutionsQ2 2024: 221 institutionsQ3 2024: 222 institutionsQ4 2024: 246 institutionsQ1 2025: 230 institutionsQ2 2025: 247 institutionsQ3 2025: 260 institutionsQ4 2025: 256 institutionsQ1 2026: 284 institutionsQ2 2026: 274 institutions
Value heldQ4 2023: $1.56B
Q1 2021: $263.8MQ2 2021: $372.7MQ3 2021: $471.6MQ4 2021: $522.7MQ1 2022: $694.5MQ2 2022: $471.7MQ3 2022: $463.8MQ4 2022: $579.2MQ1 2023: $529.8MQ2 2023: $711.2MQ3 2023: $1.13BQ4 2023: $1.56BQ1 2024: $1.89BQ2 2024: $2.01BQ3 2024: $1.81BQ4 2024: $1.83BQ1 2025: $1.24BQ2 2025: $2.04BQ3 2025: $2.73BQ4 2025: $3.04BQ1 2026: $3.78BQ2 2026: $3.13B
Institutions holding NXE and their total value by quarter
QuarterHoldersValue
Q2 2026274$3.13B
Q1 2026284$3.78B
Q4 2025256$3.04B
Q3 2025260$2.73B
Q2 2025247$2.04B
Q1 2025230$1.24B
Q4 2024246$1.83B
Q3 2024222$1.81B
Q2 2024221$2.01B
Q1 2024230$1.89B
Q4 2023209$1.56B
Q3 2023183$1.13B
Q2 2023138$711.2M
Q1 2023140$529.8M
Q4 2022137$579.2M
Q3 2022127$463.8M
Q2 2022126$471.7M
Q1 2022126$694.5M
Q4 2021128$522.7M
Q3 2021122$471.6M
Q2 2021105$372.7M
Q1 2021101$263.8M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding NexGen Energy Ltd.; share changes are against Q3 2023.

Institutions holding NXE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
L1 Capital Pty Ltd22,659,993$207.6M19.48%+843,220+3.9%Added
Mirae Asset Global Investments Co., Ltd.25,505,360$179.3M0.36%+1,744,062+7.3%Added
FMR LLC15,314,747$107.1M0.01%+3,639,829+31.2%Added
Alps Advisors Inc14,854,243$104.0M0.82%+2,534,426+20.6%Added
JPMorgan Chase & Co10,510,751$73.9M0.01%+10,510,751New
Segra Capital Management, LLC8,484,263$59.4M57.60%+123,592+1.5%Added
Nuveen Asset Management, LLC6,226,745$43.8M0.01%+6,226,745New
Connor, Clark & Lunn Investment Management Ltd.5,597,960$39.2M0.18%+2,948,560+111.3%Added
Bank of New York Mellon Corp5,277,957$36.9M0.01%−210,088−3.8%Reduced
Waratah Capital Advisors Ltd.4,785,223$33.5M1.91%+186,113+4.0%Added
Exor Capital LLP3,914,163$27.4M1.32%00.0%Unchanged
Royal Bank of Canada3,591,586$25.1M0.01%−530,631−12.9%Reduced
Goldman Sachs Group Inc3,341,885$23.4M0.01%+1,430,709+74.9%Added
Lloyd Harbor Capital Management, LLC3,323,065$23.3M14.70%−1,653,515−33.2%Reduced
Point72 Asset Management, L.P.3,048,900$21.4M0.06%+48,900+1.6%Added
Invesco Ltd.3,035,050$21.2M0.01%−339,578−10.1%Reduced
TD Asset Management Inc3,014,160$21.2M0.02%+817,897+37.2%Added
Philadelphia Financial Management of San Francisco, LLC3,021,757$21.2M5.23%+1,302,023+75.7%Added
Azarias Capital Management, L.P.2,850,861$20.0M8.88%−55,535−1.9%Reduced
1832 Asset Management L.P.2,790,098$19.5M0.04%−337,424−10.8%Reduced
Oxbow Capital Management (HK) Ltd2,550,421$17.9M14.36%+730,421+40.1%Added
Bank of Montreal2,319,602$16.5M0.01%+957,771+70.3%Added
Bank of America Corp2,258,050$15.8M0.00%+1,269,853+128.5%Added
Old West Investment Management, LLC2,191,827$15.3M7.89%−1,255,494−36.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC2,127,500$15.0M0.07%+2,127,500New
VGI Partners Ltd2,084,900$14.6M1.55%+2,084,900New
Morgan Stanley2,047,509$14.3M0.00%−267,298−11.5%Reduced
Encompass Capital Advisors LLC2,010,464$14.1M0.82%+2,010,464New
Millennium Management LLC1,810,980$12.7M0.01%+626,128+52.8%Added
Herr Investment Group LLC1,638,820$11.5M3.07%+102,927+6.7%Added
Citadel Advisors LLC1,606,306$11.2M0.01%−526,367−24.7%Reduced
Falcon Edge Capital, LP1,572,548$11.0M5.31%−1,409,273−47.3%Reduced
Two Sigma Investments, LP1,560,862$10.9M0.03%+1,507,162+2,806.6%Added
Vident Advisory, LLC1,557,496$10.9M0.27%+437,758+39.1%Added
Van Eck Associates Corp1,502,338$10.5M0.02%+292,110+24.1%Added
Nokomis Capital, L.L.C.1,296,648$9.08M3.49%+1,121,648+640.9%Added
Mountain Lake Investment Management LLC1,242,000$8.69M8.89%−310,000−20.0%Reduced
Dudley & Shanley, Inc.1,236,500$8.66M1.54%+1,000+0.1%Added
Goehring & Rozencwajg Associates, LLC1,167,557$8.17M1.98%+53,165+4.8%Added
Anthracite Investment Company, Inc.1,158,220$8.11M5.22%+1,158,220New
EAM Global Investors LLC1,021,393$7.18M1.73%−143,963−12.4%Reduced
Masters Capital Management LLC1,000,000$7.00M1.23%00.0%Unchanged
Kingdon Capital Management, L.L.C.1,000,000$7.00M1.33%+1,000,000New
Praetorian PR LLC930,000$6.51M3.22%+130,000+16.3%Added
Jane Street Group, LLC923,612$6.47M0.01%+372,138+67.5%Added
Swiss National Bank876,300$6.14M0.00%−96,100−9.9%Reduced
Bank of Nova Scotia846,095$5.92M0.01%+30,179+3.7%Added
Manufacturers Life Insurance Company, The804,907$5.64M0.00%+43,100+5.7%Added
Group One Trading, L.P.792,380$5.55M0.17%+555,629+234.7%Added
Janus Henderson Group PLC772,497$5.44M0.00%−402,675−34.3%Reduced
Titan Global Capital Management USA LLC750,085$5.25M1.08%+177,815+31.1%Added
Sprott Inc.740,757$5.19M0.47%−420−0.1%Reduced
Susquehanna International Group, LLP688,334$4.82M0.01%+146,781+27.1%Added
Tanaka Capital Management Inc583,968$4.09M10.01%−52,111−8.2%Reduced
Affinity Wealth Management LLC555,884$3.89M0.80%+90,813+19.5%Added
Bornite Capital Management LP518,500$3.63M0.85%+518,500New
Mountaineer Partners Management, LLC505,482$3.54M1.80%00.0%Unchanged
Clear Sky Advisers, LLC475,000$3.33M1.55%−136,560−22.3%Reduced
Cubist Systematic Strategies, LLC456,033$3.19M0.04%+267,402+141.8%Added
Alberta Investment Management Corp450,400$3.17M0.03%00.0%Unchanged
Stanley-Laman Group, Ltd.443,772$3.11M0.48%−17,506−3.8%Reduced
CIBC Asset Management Inc429,893$3.02M0.01%+37,005+9.4%Added
Shell Asset Management Co424,092$2.97M0.14%−343,694−44.8%Reduced
Credit Suisse AG402,686$2.82M0.00%+15,041+3.9%Added
Legal & General Group Plc386,025$2.71M0.00%+2,179+0.6%Added
Caxton Associates LP385,285$2.70M0.14%−543,826−58.5%Reduced
Garnet Equity Capital Holdings, Inc.375,000$2.63M2.64%+50,000+15.4%Added
Pine Valley Investments Ltd Liability Co366,180$2.56M0.22%+980+0.3%Added
British Columbia Investment Management Corp357,666$2.50M0.02%+128,716+56.2%Added
Louisbourg Investments Inc.352,000$2.47M0.75%+352,000New
Fielder Capital Group LLC351,493$2.46M1.49%+351,493New
UBS Group AG321,716$2.25M0.00%+31,609+10.9%Added
Vanguard Group Inc316,812$2.22M0.00%−14,022−4.2%Reduced
Rye Brook Capital LLC305,500$2.14M1.23%+59,000+23.9%Added
Tejara Capital Ltd287,800$2.01M0.84%+287,800New
Mackenzie Financial Corp269,159$1.88M0.00%+76,568+39.8%Added
National Bank of Canada277,164$1.87M0.00%+7,109+2.6%Added
Triasima Portfolio Management inc.248,783$1.74M0.14%+3,601+1.5%Added
Raffles Associates LP245,000$1.72M2.17%+20,000+8.9%Added
Thomist Capital Management, LP250,000$1.71M0.75%00.0%Unchanged
Wells Fargo & Company239,861$1.66M0.00%+14,053+6.2%Added
CoreCommodity Management, LLC232,900$1.63M0.49%−3,600−1.5%Reduced
Barclays PLC227,164$1.59M0.00%+51,247+29.1%Added
Two Sigma Advisers, LP227,100$1.59M0.00%+227,100New
Trexquant Investment LP223,796$1.57M0.04%−6,790−2.9%Reduced
PCJ Investment Counsel Ltd.220,410$1.54M0.59%+310+0.1%Added
Connective Capital Management, LLC213,164$1.49M1.27%00.0%Unchanged
Ausbil Investment Management Ltd210,000$1.47M0.80%−70,000−25.0%Reduced
Raymond James & Associates204,556$1.43M0.00%−39,467−16.2%Reduced
Pekin Hardy Strauss, Inc.202,200$1.42M0.21%−18,000−8.2%Reduced
MMCAP International Inc. SPC206,387$1.41M0.26%−1,109,621−84.3%Reduced
Toronto Dominion Bank195,846$1.37M0.00%+102,512+109.8%Added
Geode Capital Management, LLC185,773$1.30M0.00%−1,473−0.8%Reduced
PEAK6 Investments LLC180,324$1.26M0.05%+180,324New
CIBC World Markets Inc.172,395$1.21M0.00%−36,599−17.5%Reduced
Marshall Wace, LLP171,794$1.20M0.00%+171,794New
Lake Street Advisors Group, LLC163,755$1.15M0.06%+114,500+232.5%Added
EAM Investors, LLC163,001$1.15M0.21%+163,001New
Arlington Capital Management, Inc.162,433$1.14M1.03%+162,433New
PKO Investment Management Joint-Stock Co160,000$1.12M0.14%+56,700+54.9%Added