Position in NXE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$131,460
-$30,940 QoQ
Shares Held
14,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#200
of 275 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NXE Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Jun 30, 2026CapWealth Advisors, LLC holds $131,460 across 1 Uranium name. NXE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXE |
NexGen Energy Ltd.
This page
|
14,000 | $131,460 |
All Filings in NXE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,460 | 14,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $162,400 | 14,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $128,800 | 14,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $125,300 | 14,000 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $97,160 | 14,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $94,290 | 21,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $138,600 | 21,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $137,130 | 21,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $146,580 | 21,000 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||