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NexGen Energy Ltd.

NXE Energy
$8.1 $-0.43 (-5.04%)
Market Cap: $5.43 B
Gurus Holding
3
Popularity Rank
#3272
% of Shares Held
1.32%
Net Activity (Q2 2026)
+$5.62 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 Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $71.77 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $5.62 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 89.1%. Conversely, Ray Dalio reduced exposure by 28.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$5.78 M
Total Buy Value
New Buys 0
Additions 2
-$163,273.31
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for NexGen Energy Ltd. (NXE)

Major holders include Jeremy Grantham ($71.28 M), Renaissance Technologies (RenTech) ($11.51 M), Ray Dalio ($403,000). According to the latest reported data, 3 tracked investment managers collectively hold approximately 8.86 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.62 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited NXE. The total reported sell value was $163,273.31.

Yes, 0 managers opened new positions in NXE, and 2 increased their existing holdings. The total reported buy value was $5.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Add 0.5% 7,592,203 $71.28 M Q2 2026
0.02% Add 89.1% 1,225,500 $11.51 M Q2 2026
0.00% Reduce -28.8% 42,918 $403,000 Q2 2026
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