Nexgen Energy LTD (NXE) Smart Money Holdings (13F, Q2 2026)

NXE ranks #2273 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

NXE is a top-conviction position for L1 Capital Pty Ltd — at 11.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NXE belongs to MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., but the position matters far more to L1 Capital Pty Ltd, who has 11.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Van Eck Associates CORP has added to its NXE position for two straight quarters, increasing it by $106.0M to reach $374.3M today.

CIBC Asset Management Inc has trimmed its NXE position for two straight quarters, cutting it by $57.9M while still holding $23.4M.

NXE is down 5.2% today, but institutions show net buying of $95.0M this quarter — a divergence between today's price move and the underlying institutional flow.

NXE reported a net loss of $309.7M in its latest fiscal year.

• Not yet profitable — net loss of $309.7M in the latest fiscal year
• Net income declined year over year, from -$77.6M to -$309.7M
• Operating cash flow was negative, using $34.7M in cash
• Current ratio of 1.82x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.35x equity — within a conventional range