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NexGen Energy Ltd.

NXE Energy
$12.03 +$0.26 (2.21%)
Market Cap: $7.78 B
Gurus Holding
3
Popularity Rank
#2971
% of Shares Held
1.31%
Net Activity (Q4 2025)
-$45.71 M

Guru Ownership Trend

Guru Analysis for NexGen Energy Ltd. (NXE)

NexGen Energy Ltd. (NXE), a key player in the Energy sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $104.57 M.

Top institutional holders include Jeremy Grantham and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $45.71 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Ray Dalio reduced exposure by 67.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$5.6 M
Total Buy Value
New Buys 1
Additions 0
-$51.32 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
1

FAQs for NexGen Energy Ltd. (NXE)

Major holders include Jeremy Grantham ($71.55 M), Renaissance Technologies (RenTech) ($5.6 M), Ray Dalio ($2.92 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 8.69 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $45.71 M, with 1 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited NXE. The total reported sell value was $51.32 M.

Yes, 1 managers opened new positions in NXE, and 0 increased their existing holdings. The total reported buy value was $5.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Reduce -11.9% 7,765,886 $71.55 M Q4 2025
0.01% New Buy 609,200 $5.6 M Q4 2025
0.01% Reduce -67.6% 317,134 $2.92 M Q4 2025
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