NEXGEN ENERGY LTD NXE
COM · Common Stock · CUSIP 65340P106 · ISIN CA65340P1062
- SectorMaterials
- IndustryMiscellaneous Metal Ores
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.42. Options: 17 managers hold calls ($71.3m notional), 16 hold puts ($41.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 127 |
| Q4 2022 | 138 |
| Q1 2023 | 141 |
| Q2 2023 | 140 |
| Q3 2023 | 184 |
| Q4 2023 | 210 |
| Q1 2024 | 231 |
| Q2 2024 | 222 |
| Q3 2024 | 223 |
| Q4 2024 | 247 |
| Q1 2025 | 231 |
| Q2 2025 | 248 |
| Q3 2025 | 260 |
| Q4 2025 | 256 |
| Q1 2026 | 284 |
| Q2 2026 | 276 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 117 | 101 |
| Q4 2024 | 129 | 94 |
| Q1 2025 | 132 | 102 |
| Q2 2025 | 136 | 101 |
| Q3 2025 | 129 | 116 |
| Q4 2025 | 126 | 115 |
| Q1 2026 | 132 | 116 |
| Q2 2026 | 134 | 118 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $171.9m | $68.1m | 0.40 |
| Q4 2025 | $198.1m | $47.9m | 0.24 |
| Q1 2026 | $153.8m | $58.1m | 0.38 |
| Q2 2026 | $71.3m | $41.5m | 0.58 |
Biggest buyers
| VAN ECK ASSOCIATES CORP | Added | +8.5m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +2.6m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| Amundi | Added | +936.9k |
| BANK OF AMERICA CORP /DE/ | Added | +798.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +777.2k |
| ION Fund Management Ltd | Added | +662.3k |
| AMERIPRISE FINANCIAL INC | Added | +657.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +651.6k |
| CANADA LIFE ASSURANCE Co | Added | +651.0k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -3.1m |
| Driehaus Capital Management LLC | Reduced | -2.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.1m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -1.6m |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -1.6m |
| MACQUARIE GROUP LTD | Reduced | -1.2m |
| Lloyd Harbor Capital Management, LLC | Sold out | -1.2m |
| Invesco Ltd. | Reduced | -1.2m |
| JANE STREET GROUP, LLC | Reduced | -998.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -991.6k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $19.8m2.1m shares |
| GROUP ONE TRADING LLC | Reduced | $16.9m1.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $13.2m1.4m shares |
| JANE STREET GROUP, LLC | Reduced | $6.6m699.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.1m441.1k shares |
| IMC-Chicago, LLC | Reduced | $2.8m296.6k shares |
| SIG North Trading, ULC | Reduced | $2.6m275.4k shares |
| Walleye Trading LLC | Added | $2.4m251.7k shares |
| CIBC Bancorp USA Inc. | Reduced | $868.6k92.5k shares |
| Waratah Capital Advisors Ltd. | Unchanged | $469.5k50.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $14.5m1.5m shares |
| GROUP ONE TRADING LLC | Added | $8.4m896.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.1m756.8k shares |
| Parallax Volatility Advisers, L.P. | Added | $3.5m375.9k shares |
| IMC-Chicago, LLC | Reduced | $1.2m127.0k shares |
| SIG North Trading, ULC | Added | $1.2m126.2k shares |
| JANE STREET GROUP, LLC | Added | $1.0m108.2k shares |
| Walleye Capital LLC | Added | $926.8k98.7k shares |
| Walleye Trading LLC | Added | $864.8k92.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $802.8k85.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Global X Management CO LLC 13G · institution filed 2026-05-15 | 6.5% |
| L1 Capital Pty Ltd 13G · institution new · filed 2026-05-14 | 5.8% |
| VAN ECK ASSOCIATES CORP 13G · institution new · filed 2026-05-15 | 5.1% |
Fell to 5% or below in the last year: BARCLAYS PLC (5.0%, 2026-02-11)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.49% of their portfolio | 43.4m $407.8m | Added +651.6k |
| VAN ECK ASSOCIATES CORP 0.23% of their portfolio | 39.9m $374.3m | Added +8.5m |
| L1 Capital Pty Ltd 11.05% of their portfolio | 35.0m $328.7m | Reduced -228.5k |
| ALPS ADVISORS INC 1.09% of their portfolio | 24.7m $231.7m | Added +175.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 17.9m $168.5m | Added +514.0k |
| Hancock Prospecting Pty Ltd 1.49% of their portfolio | 9.1m $85.1m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 8.8m $82.8m | Added +657.2k |
| NORGES BANK 0.01% of their portfolio | 8.1m $75.6m | Not comparable |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.16% of their portfolio | 7.6m $71.3m | Added +38.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio | 7.3m $68.3m | Added +2.6m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 5.5m $51.4m | Added +126.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 5.4m $50.4m | Added +90.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.9m $47.6m | Reduced -108.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 4.6m $43.4m | Added +358.4k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 4.2m $39.4m | Added +331.5k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 4.1m $38.3m | Added +459.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 3.9m $36.6m | Reduced -900.9k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 1.48% of their portfolio | 3.8m $35.5m | Added +267.6k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 3.5m $33.0m | Reduced -2.1m |
| ION Fund Management Ltd 3.64% of their portfolio | 3.3m $30.8m | Added +662.3k |
| Amundi 0.01% of their portfolio | 3.0m $28.4m | Added +936.9k |
| TD Asset Management Inc 0.02% of their portfolio | 3.0m $27.9m | Reduced -223.1k |
| Temasek Holdings (Private) Ltd 0.07% of their portfolio | 2.8m $26.1m | Added +341.4k |
| MMCAP International Inc. SPC 2.14% of their portfolio | 2.7m $25.3m | Added +264.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.6m $24.5m | Added +1.3m |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 2.5m $23.8m | Added +651.0k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 3.17% of their portfolio | 2.5m $23.5m | Unchanged |
| CIBC Asset Management Inc 0.05% of their portfolio | 2.5m $23.4m | Reduced -849.3k |
| Deltroit Asset Management (UK) LLP 3.41% of their portfolio | 2.2m $20.9m | Unchanged |
| 1832 Asset Management L.P. 0.03% of their portfolio | 2.2m $20.8m | Added +129.6k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 2.1m $19.4m | Added +158.6k |
| Old West Investment Management, LLC 2.02% of their portfolio | 2.0m $19.1m | Added +94.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 2.0m $23.1m | Reduced -358.5k |
| Goehring & Rozencwajg Associates, LLC 1.06% of their portfolio | 2.0m $18.4m | Added +153.8k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.7m $15.9m | Reduced -3.1m |
| Driehaus Capital Management LLC 0.09% of their portfolio | 1.6m $15.4m | Reduced -2.1m |
| Vident Advisory, LLC 0.11% of their portfolio | 1.6m $15.0m | Added +120.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $14.7m | Added +101.8k |
| Waratah Capital Advisors Ltd. 1.06% of their portfolio | 1.5m $13.8m | Reduced -227.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $13.7m | Added +798.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $12.3m | Added +46.0k |
| Swiss National Bank 0.01% of their portfolio | 1.3m $11.9m | Added +17.8k |
| DUDLEY & SHANLEY, INC. 1.74% of their portfolio | 1.2m $11.5m | Added +1.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 1.2m $11.5m | Added +577.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 1.1m $10.3m | Added +777.2k |
| AGF MANAGEMENT LTD 0.04% of their portfolio | 1.1m $10.2m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.0m $9.7m | Added +286.3k |
| MASTERS CAPITAL MANAGEMENT LLC 1.32% of their portfolio | 1.0m $9.4m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 994.3k $9.3m | Added +28.6k |
| De Lisle Partners LLP 0.99% of their portfolio | 962.7k $9.0m | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 843.6k $7.9m | Added +82.3k |
| Tidal Investments LLC 0.02% of their portfolio | 822.0k $7.7m | Added +513.3k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% of their portfolio | 814.5k $7.6m | Added +249.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 783.8k $7.5m | Added +325.9k |
| Rye Brook Capital LLC 5.14% of their portfolio | 781.3k $7.3m | Added +6.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 777.5k $7.3m | Reduced -1.6m |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 741.8k $9.9m | Added +46.6k |
| SPROTT INC. 0.23% of their portfolio | 732.9k $6.9m | Added +26.0k |
| PICTON MAHONEY ASSET MANAGEMENT 0.06% of their portfolio | 722.7k $6.8m | Reduced -34.2k |
| Defiance ETFs, LLC 0.09% of their portfolio | 703.8k $6.7m | Added +486.4k |
| Nokomis Capital, L.L.C. 2.41% of their portfolio | 700.8k $6.6m | Reduced -595.7k |
| Legal & General Group Plc 0.00% of their portfolio | 690.3k $6.5m | Added +2.3k |
| Azarias Capital Management, L.P. 2.79% of their portfolio | 682.9k $6.4m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 637.7k $6.0m | Added +89.3k |
| Generali Asset Management SPA SGR 0.11% of their portfolio | 636.1k $6.0m | Reduced -28.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 567.0k $5.3m | Reduced -13.8k |
| ArrowMark Colorado Holdings LLC 0.21% of their portfolio | 547.7k $5.1m | Unchanged |
| Jupiter Topco LLC 0.00% of their portfolio | 539.4k $5.1m | First filing |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 535.0k $5.0m | Reduced -197.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 532.6k $5.0m | Reduced -159.4k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 532.0k $5.0m | Added +48.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 514.1k $4.8m | Added +26.2k |
| Telemark Asset Management, LLC 0.34% of their portfolio | 500.0k $4.7m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 496.4k $4.7m | Reduced -179.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 480.0k $4.5m | Reduced -991.6k |
| Stanley-Laman Group, Ltd. 0.46% of their portfolio | 478.1k $4.5m | Reduced -1.3k |
| Nuveen, LLC 0.00% of their portfolio | 451.3k $4.2m | Unchanged |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 0.53% of their portfolio | 449.0k $4.2m | Added +2.7k |
| Jump Financial, LLC 0.03% of their portfolio | 405.4k $3.8m | Added +386.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 399.5k $3.7m | Reduced -3.4k |
| Extract Advisors LLC 2.58% of their portfolio | 397.6k $3.7m | Reduced -54.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 386.6k $3.6m | Reduced -193.1k |
| Rokos Capital Management LLP 0.04% of their portfolio | 363.1k $3.4m | New |
| Ninepoint Partners LP 0.30% of their portfolio | 355.0k $3.3m | Unchanged |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 352.6k $3.3m | Reduced -30.6k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 351.6k $3.3m | Added +7.5k |
| Alberta Investment Management Corp 0.02% of their portfolio | 332.5k $3.1m | Added +31.5k |
| Drummond Knight Asset Management Pty Ltd 0.53% of their portfolio | 307.1k $2.9m | Reduced -140.3k |
| Greenwich Wealth Management LLC 0.10% of their portfolio | 300.0k $2.8m | Unchanged |
| PCJ Investment Counsel Ltd. 0.77% of their portfolio | 283.9k $2.7m | Reduced -70.5k |
| Man Group plc 0.00% of their portfolio | 275.1k $2.6m | Reduced -904.1k |
| Banque Cantonale Vaudoise 0.09% of their portfolio | 259.5k $2.4m | Added +29.8k |
| Fielder Capital Group LLC 0.52% of their portfolio | 256.9k $2.4m | Reduced -3.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 255.3k $2.4m | Added +1.1k |
| Accordant Advisory Group Inc 1.58% of their portfolio | 248.8k $2.3m | Added +103.8k |
| LORD, ABBETT & CO. LLC 0.01% of their portfolio | 240.0k $2.3m | Added +80.0k |
| Chicago Partners Investment Group LLC 0.04% of their portfolio | 235.0k $2.2m | Reduced -10.4k |
| SCOTIA CAPITAL INC. 0.01% of their portfolio | 228.1k $2.1m | Added +5.6k |
| Persistent Asset Partners Ltd 0.67% of their portfolio | 226.7k $2.1m | Reduced -11.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 223.3k $2.1m | New |