Wealthspire Retirement, LLC
PensionPosition in NXE — NexGen Energy Ltd.
CIK 2040084
ALISO VIEJO, CA
Position in NXE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$193,152
-$44,648 QoQ
Shares Held
20,570
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#186
of 275 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NXE Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Jun 30, 2026Wealthspire Retirement, LLC holds $980,699 across 5 Uranium names. NXE ranks #3 (19.7% of the industry book) .
All Filings in NXE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,152 | 20,570 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $237,800 | 20,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $142,600 | 15,500 | Shares | Sole | 2026-02-18 | |
| 2024-03-31 | $153,457 | 19,750 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $140,700 | 20,100 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $119,997 | 20,100 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $82,896 | 17,600 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $67,791 | 17,700 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $78,189 | 17,650 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $64,775 | 17,650 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $61,568 | 17,150 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $97,635 | 17,250 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $45,885 | 10,500 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||