13FPulse
NX

NXE NEXGEN ENERGY LTD

2026Q2 · CUSIP 65340P106 · Sector: Materials

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
269
Institutions that reported holding it to the SEC
Net decrease in holders
14
Last quarter 283 → now 269
How unusual is that
Bottom 20%
Stronger than only 10% of US stocks
What the filings say, in one paragraph

269 funds held NXE at the end of 2026Q2, down 14 from the quarter before. Buying is stronger than only 9.9% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. NXE has had 7 buying rushes in its history, and the price moved -4.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=1 2016Q1: holders=1 2016Q2: holders=2 2016Q3: holders=2 2016Q4: holders=2 2017Q1: holders=2 2017Q2: holders=36 2017Q3: holders=42 2017Q4: holders=55 2018Q1: holders=53 2018Q2: holders=52 2018Q3: holders=59 2018Q4: holders=64 2019Q1: holders=70 2019Q2: holders=65 2019Q3: holders=57 2019Q4: holders=56 2020Q1: holders=54 2020Q2: holders=57 2020Q3: holders=63 2020Q4: holders=79 2021Q1: holders=99 2021Q2: holders=102 2021Q3: holders=121 2021Q4: holders=127 2022Q1: holders=125 2022Q2: holders=123 2022Q3: holders=127 2022Q4: holders=136 2023Q1: holders=138 2023Q2: holders=137 2023Q3: holders=182 2023Q4: holders=207 2024Q1: holders=228 2024Q2: holders=220 2024Q3: holders=221 2024Q4: holders=245 2025Q1: holders=230 2025Q2: holders=247 2025Q3: holders=260 2025Q4: holders=255 2026Q1: holders=283 2026Q2: holders=269 -45 -22.5 +0 +22.5 +45 0149298 15Q116Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% -11.8%
2025Q2 Top 20% +25.6% +16.4%
2024Q1 Top 20% -12.9% -25.0%
2023Q3 Top 5% +9.6% +13.3%
2021Q3 Top 10% -8.6% -15.7%
2021Q1 Top 20% -4.0% -15.2%
2017Q2 Top 5% +0.9% -0.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
128
Change in large funds
+9
Total value they hold
$3.1B
Funds buying for the first time
41
Funds that sold out entirely
55
Price change that quarter
-4.6%
Funds holding puts (bearish)
12
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.