Nexgen EnergyNXE
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 247 institutions reported holding Nexgen Energy Ltd. (NXE) in their 13F filings, up 17 from Q1 2025. 47 opened new positions and 28 sold out. The largest holders were L1 Capital Pty Ltd ($234.7M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($204.0M) and Vanguard Group Inc. ($145.4M). 7 famous investors held it, including Jeremy Grantham (0.2% of GMO's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Nexgen Energy Ltd.
- CUSIP
- 65340P106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $171.8M |
| Exits | 28 | $24.2M |
All 13F filers, Q1 2025 → Q2 2025: 50,618,596 shares bought and 28,926,363 shares sold, net +21,692,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| L1 Capital Pty Ltd | 14.18% | Add +10.3% | 33,816,063 | $234.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.40% | Reduce -13.4% | 29,419,345 | $204.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 20,923,707 | $145.4M |
| Van Eck Associates Corp. | 0.15% | Add +6.2% | 18,327,861 | $127.2M |
| Alps Advisors Inc. | 0.69% | Add +1.3% | 17,259,319 | $119.8M |
| Segra Capital Management, LLC | 31.58% | Add +2.7% | 14,107,844 | $97.9M |
| GMO | 0.19% | Add +18.0% | 9,219,454 | $63.9M |
| Royal Bank of Canada | 0.01% | Add +24.9% | 7,008,199 | $48.6M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -8.3% | 6,619,233 | $45.7M |
| Marshall Wace, LLP | 0.05% | Add +15.6% | 6,204,620 | $43.1M |
| Cooper Creek Partners Management LLC | 1.38% | New | 5,978,466 | $41.5M |
| Hancock Prospecting Pty Ltd | 1.27% | New | 5,750,000 | $40.0M |
| Millennium Management | 0.03% | Add +24.9% | 5,122,491 | $35.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.7% | 5,007,555 | $34.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +50.8% | 4,504,768 | $31.3M |
| Encompass Capital Advisors LLC | 1.02% | Reduce -12.1% | 3,651,140 | $25.4M |
| Waratah Capital Advisors Ltd. | 1.67% | Reduce -5.9% | 3,539,978 | $24.6M |
| Driehaus Capital Management LLC | 0.19% | Add +48.7% | 3,360,064 | $23.3M |
| TD Asset Management Inc | 0.02% | Add +30.1% | 3,298,902 | $22.9M |
| Capital Research Global Investors | 0.00% | Add +29.8% | 3,164,318 | $22.0M |
| Renaissance Technologies | 0.03% | Reduce -31.7% | 2,958,800 | $20.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.4% | 2,836,189 | $19.7M |
| Vident Advisory, LLC | 0.22% | Add +35.1% | 2,761,974 | $19.2M |
| Old West Investment Management, LLC | 5.80% | Add +29.7% | 2,534,801 | $17.6M |
| Lloyd Harbor Capital Management, LLC | 12.23% | Reduce -40.4% | 2,512,817 | $17.4M |
| 1832 Asset Management L.P. | 0.03% | Reduce -10.2% | 2,382,176 | $16.5M |
| Empyrean Capital Partners, LP | 0.74% | New | 2,051,600 | $14.2M |
| MMCAP International Inc. SPC | 1.71% | Add +91.1% | 2,006,125 | $13.9M |
| Bank of Montreal | 0.01% | Reduce -2.0% | 2,001,209 | $13.9M |
| Masters Capital Management LLC | 2.67% | No change | 2,000,000 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 1,999,769 | $13.9M |
| Kingdon Capital Management, L.L.C. | 2.65% | Add +5.3% | 1,977,837 | $13.7M |
| UBS Group AG | 0.00% | Add +154.3% | 1,951,170 | $13.5M |
| Kopernik Global Investors, LLC | 1.34% | New | 1,760,522 | $12.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +97.8% | 1,728,160 | $12.0M |
| Morgan Stanley | 0.00% | Reduce -7.2% | 1,611,126 | $11.2M |
| Kapitalo Investimentos Ltda | 2.43% | Add +54.8% | 1,608,804 | $11.2M |
| Nokomis Capital, L.L.C. | 4.55% | Add +8.7% | 1,564,848 | $10.9M |
| Susquehanna International Group, LLP | 0.02% | Add +17.9% | 1,484,462 | $10.3M |
| Goehring & Rozencwajg Associates, LLC | 1.53% | Reduce -1.9% | 1,445,108 | $10.0M |
| Azarias Capital Management, L.P. | 4.46% | Reduce -20.9% | 1,414,414 | $9.8M |
| Anthracite Investment Company, Inc. | 4.76% | No change | 1,314,887 | $9.1M |
| Bridgewater Associates | 0.04% | Reduce -47.0% | 1,289,750 | $9.0M |
| Dudley & Shanley, Inc. | 1.35% | Add +0.0% | 1,237,000 | $8.6M |
| De Lisle Partners LLP | 1.18% | No change | 1,208,732 | $8.4M |
| NewGen Asset Management Ltd | 5.45% | New | 1,200,000 | $8.3M |
| Freshford Capital Management, LLC | 1.88% | New | 1,117,852 | $7.8M |
| Jane Street Group, LLC | 0.01% | Add +579.2% | 1,053,129 | $7.3M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 1,040,200 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +336.9% | 1,034,729 | $7.2M |
| Picton Mahoney Asset Management | 0.10% | New | 1,010,456 | $7.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.5% | 949,367 | $6.6M |
| Drummond Knight Asset Management Pty Ltd | 2.07% | New | 937,511 | $6.5M |
| BNP Paribas Financial Markets | 0.01% | Add +1674.4% | 928,237 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Add +31.3% | 839,080 | $5.8M |
| Cinctive Capital Management LP | 0.32% | New | 831,675 | $5.8M |
| Amundi | 0.00% | Add +633807.0% | 817,740 | $5.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -9.8% | 788,276 | $5.4M |
| Rye Brook Capital LLC | 5.56% | Add +6.3% | 767,900 | $5.3M |
| Alpha Wave Global, LP | 0.56% | Add +56.2% | 753,195 | $5.2M |
| PCJ Investment Counsel Ltd. | 1.77% | Add +131.7% | 746,400 | $5.2M |
| Arosa Capital Management LP | 3.65% | Add +5.3% | 714,200 | $5.0M |
| Citadel Advisors | 0.00% | Reduce -90.6% | 685,673 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.9% | 677,541 | $4.7M |
| Voya Investment Management LLC | 0.01% | Reduce -23.2% | 675,717 | $4.7M |
| Legal & General Group Plc | 0.00% | Add +8.2% | 674,866 | $4.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -19.7% | 656,798 | $4.6M |
| Moore Capital Management, LP | 0.09% | Reduce -22.2% | 632,651 | $4.4M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 581,789 | $4.0M |
| Mountaineer Partners Management, LLC | 2.59% | No change | 564,507 | $3.9M |
| ArrowMark Colorado Holdings LLC | 0.07% | Add +11.0% | 536,655 | $3.7M |
| National Bank of Canada | 0.00% | Add +42.4% | 534,523 | $3.7M |
| Titan Global Capital Management USA LLC | 0.57% | Add +27.7% | 520,871 | $3.6M |
| ExodusPoint Capital Management, LP | 0.04% | New | 500,654 | $3.5M |
| Stanley-Laman Group, Ltd. | 0.47% | Reduce -8.5% | 451,054 | $3.1M |
| Citigroup Inc. | 0.00% | Add +1963.5% | 442,128 | $3.1M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -22.3% | 438,447 | $3.0M |
| Sprott Inc. | 0.15% | Add +3.5% | 419,240 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +12.0% | 413,531 | $2.9M |
| Bank of America Corp. | 0.00% | Reduce -81.9% | 411,039 | $2.9M |
| Nuveen, LLC | 0.00% | Reduce -12.9% | 406,142 | $2.8M |
| Garnet Equity Capital Holdings, Inc. | 1.28% | Reduce -20.0% | 400,000 | $2.8M |
| BW Gestao de Investimentos Ltda. | 0.26% | New | 388,200 | $2.7M |
| Tejara Capital Ltd | 1.24% | Reduce -19.4% | 385,469 | $2.7M |
| Jennison Associates LLC | 0.00% | Reduce -4.5% | 379,576 | $2.6M |
| Ninepoint Partners LP | 0.51% | No change | 380,000 | $2.6M |
| Trexquant Investment LP | 0.03% | Add +302.0% | 374,836 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +14.1% | 367,784 | $2.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +7.9% | 345,664 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +61.6% | 328,048 | $2.3M |
| Fielder Capital Group LLC | 0.60% | Reduce -1.8% | 323,375 | $2.2M |
| Alberta Investment Management Corp | 0.02% | No change | 301,000 | $2.1M |
| GeoSphere Capital Management, LLC | 2.14% | New | 300,000 | $2.1M |
| Geode Capital Management, LLC | 0.00% | Add +6.0% | 294,658 | $2.1M |
| Raffles Associates LP | 2.10% | Reduce -4.9% | 290,000 | $2.0M |
| Simplex Trading, LLC | 0.05% | Reduce -9.6% | 280,171 | $1.9M |
| Persistent Asset Partners Ltd | 1.69% | Add +7.5% | 278,082 | $1.9M |
| Man Group plc | 0.00% | Add +20.6% | 266,594 | $1.9M |
| SummitTX Capital, L.P. | 0.08% | New | 265,111 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -45.4% | 253,311 | $1.8M |
"% of holder's portfolio" is NXE's weight in each manager's 13F, not the share of Nexgen Energy Ltd. the manager owns.