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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, Q2 2025

Institutional positions in NexGen Energy Ltd. as of Jun 30, 2025. 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
247
+20 vs. Q1 2025
Shares held
294.2M
+21.8M (+8.0%) vs. Q1 2025
Total value
$2.04B
+$817.9M (+66.9%) vs. Q1 2025
New holders
48
88 more added
Sold out
28
73 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 247 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 heldQ2 2025: $2.04B
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, Q2 2025

Shares, value and share of portfolio for each institution holding NexGen Energy Ltd.; share changes are against Q1 2025.

Institutions holding NXE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Freshford Capital Management, LLC1,117,852$7.76M1.88%+1,117,852New
NewGen Asset Management Ltd1,200,000$8.33M5.45%+1,200,000New
De Lisle Partners LLP1,208,732$8.39M1.18%00.0%Unchanged
Dudley & Shanley, Inc.1,237,000$8.58M1.35%+5000.0%Added
Bridgewater Associates, LP1,289,750$8.95M0.04%−1,144,456−47.0%Reduced
Anthracite Investment Company, Inc.1,314,887$9.13M4.76%00.0%Unchanged
Azarias Capital Management, L.P.1,414,414$9.82M4.46%−374,237−20.9%Reduced
Goehring & Rozencwajg Associates, LLC1,445,108$10.0M1.53%−27,791−1.9%Reduced
Susquehanna International Group, LLP1,484,462$10.3M0.02%+225,133+17.9%Added
Nokomis Capital, L.L.C.1,564,848$10.9M4.55%+124,800+8.7%Added
Kapitalo Investimentos Ltda1,608,804$11.2M2.43%+569,754+54.8%Added
Morgan Stanley1,611,126$11.2M0.00%−124,570−7.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.1,728,160$12.0M0.04%+854,560+97.8%Added
Kopernik Global Investors, LLC1,760,522$12.2M1.34%+1,760,522New
UBS Group AG1,951,170$13.5M0.00%+1,183,952+154.3%Added
Kingdon Capital Management, L.L.C.1,977,837$13.7M2.65%+100,000+5.3%Added
Bank of New York Mellon Corp1,999,769$13.9M0.00%−21,531−1.1%Reduced
Masters Capital Management LLC2,000,000$13.9M2.67%00.0%Unchanged
Bank of Montreal2,001,209$13.9M0.01%−41,524−2.0%Reduced
MMCAP International Inc. SPC2,006,125$13.9M1.67%+956,118+91.1%Added
Empyrean Capital Partners, LP2,051,600$14.2M0.66%+2,051,600New
1832 Asset Management L.P.2,382,176$16.5M0.03%−269,118−10.2%Reduced
Lloyd Harbor Capital Management, LLC2,512,817$17.4M12.23%−1,700,000−40.4%Reduced
Old West Investment Management, LLC2,534,801$17.6M5.80%+581,048+29.7%Added
Vident Advisory, LLC2,761,974$19.2M0.22%+717,183+35.1%Added
Alliancebernstein L.P.2,836,189$19.7M0.01%−260,013−8.4%Reduced
Renaissance Technologies LLC2,958,800$20.5M0.03%−1,374,500−31.7%Reduced
Capital Research Global Investors3,164,318$22.0M0.00%+726,489+29.8%Added
TD Asset Management Inc3,298,902$22.9M0.02%+762,364+30.1%Added
Driehaus Capital Management LLC3,360,064$23.3M0.19%+1,100,913+48.7%Added
Waratah Capital Advisors Ltd.3,539,978$24.6M1.67%−223,281−5.9%Reduced
Encompass Capital Advisors LLC3,651,140$25.4M1.02%−501,940−12.1%Reduced
Goldman Sachs Group Inc4,504,768$31.3M0.01%+1,517,786+50.8%Added
JPMorgan Chase & Co5,007,555$34.8M0.00%−475,515−8.7%Reduced
Millennium Management LLC5,122,491$35.6M0.03%+1,020,903+24.9%Added
Hancock Prospecting Pty Ltd5,750,000$40.0M1.27%+5,750,000New
Cooper Creek Partners Management LLC5,978,466$41.5M1.38%+5,978,466New
Marshall Wace, LLP6,204,620$43.1M0.05%+837,187+15.6%Added
Manufacturers Life Insurance Company, The6,619,233$45.7M0.04%−601,312−8.3%Reduced
Royal Bank of Canada7,008,199$48.6M0.01%+1,395,669+24.9%Added
Grantham, Mayo, Van Otterloo & Co. LLC9,219,454$63.9M0.19%+1,407,000+18.0%Added
Segra Capital Management, LLC14,107,844$97.9M31.58%+369,489+2.7%Added
Alps Advisors Inc17,259,319$119.8M0.69%+213,647+1.3%Added
Van Eck Associates Corp18,327,861$127.2M0.14%+1,073,044+6.2%Added
Vanguard Group Inc20,923,707$145.4M0.00%−33,085−0.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.29,419,345$204.0M0.39%−4,573,015−13.5%Reduced
L1 Capital Pty Ltd33,816,063$234.7M14.18%+3,171,558+10.3%Added
Anson Funds Management LP0$00.00%−1,750,000−100.0%Sold out
Hood River Capital Management LLC0$00.00%−1,447,652−100.0%Sold out
BCJ Capital Management, LLC0$00.00%−1,043,112−100.0%Sold out
J. Goldman & Co LP0$00.00%−435,423−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−190,000−100.0%Sold out
Private Advisor Group, LLC0$00.00%−90,894−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−66,917−100.0%Sold out
HRT Financial LP0$00.00%−65,370−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−57,736−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−49,175−100.0%Sold out
U S Global Investors Inc0$00.00%−25,000−100.0%Sold out
Oxford Asset Management LLP0$00.00%−23,718−100.0%Sold out
HSBC Holdings PLC0$00.00%−20,675−100.0%Sold out
Bank of Nova Scotia0$00.00%−19,536−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−19,017−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−16,474−100.0%Sold out
SIH Partners, LLLP0$00.00%−15,313−100.0%Sold out
StoneX Group Inc.0$00.00%−14,147−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−12,255−100.0%Sold out
Appian Way Asset Management LP0$00.00%−11,374−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−5,000−100.0%Sold out
City State Bank0$00.00%−2,185−100.0%Sold out
Huntington National Bank0$00.00%−1,672−100.0%Sold out
BNP Paribas0$00.00%−500−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−300−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−230−100.0%Sold out
Harbour Investments, Inc.0$00.00%−75−100.0%Sold out
MAI Capital Management0$00.00%−41−100.0%Sold out
Packer & Co Ltd––––Not filed
Tanaka Capital Management Inc––––Not filed
CAPROCK Group, Inc.––––Not filed