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NexGen Energy Ltd.

NXE Energy
$10.06 $-0.3 (-2.90%)
Market Cap: $6.87 B
Gurus Holding
3
Popularity Rank
#3040
% of Shares Held
1.25%
Net Activity (Q1 2026)
-$4.98 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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $83.12 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.98 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 6.4%. Conversely, Ray Dalio reduced exposure by 81.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$450,080
Total Buy Value
New Buys 0
Additions 1
-$5.43 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
1

FAQs for NexGen Energy Ltd. (NXE)

Major holders include Jeremy Grantham ($87.37 M), Renaissance Technologies (RenTech) ($7.52 M), Ray Dalio ($699,550). According to the latest reported data, 3 tracked investment managers collectively hold approximately 8.26 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.98 M, with 1 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited NXE. The total reported sell value was $5.43 M.

Yes, 0 managers opened new positions in NXE, and 1 increased their existing holdings. The total reported buy value was $450,080.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Reduce -2.7% 7,554,115 $87.37 M Q1 2026
0.01% Add 6.4% 648,000 $7.52 M Q1 2026
0.00% Reduce -81.0% 60,306 $699,550 Q1 2026
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