What smart money is saying about NexGen Energy
NXE.TO
No fund has written a full thesis on NexGen Energy in our archive, but 2 fund letters report a position in it — most recently Packer & Co Investigator Trust in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in NexGen Energy — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- HoldsPacker & Co Investigator TrustJune 2026
“In uranium, 4% of the fund is invested in NexGen Energy which is developing the world’s largest uranium mine in Canada.”
NexGen Energy - TrimmedGreenwood InvestorsDecember 2025
“NexGen Energy (NXE) This is the case for NexGen Energy (NXE) which is a pre-production uranium company that is on the cusp of receiving federal approval for full scale development of its world-class Arrow deposit. NexGen added 4% to our net returns as it progressed closer to a federally approved project. Additionally, it provided fantastic drill results from another deposit (Patterson Corridor East, just 3.5km from Arrow), and continued to benefit from the supportive nuclear narrative spreading globally. The company took advantage of this positive news flow momentum and raised nearly $1 billion in fresh equity capital, at all-time highs, to make sure it is “shovel ready” to start construction the day after receiving federal approval on its mine. This should provide all the equity funding needed, as it then proceeds to secure the remaining funding from a menu of options given the high cash generation potential from this asset once in operation. We have slightly trimmed the position given its performance thus far in 2026, but we are still very excited for the long-term strategic importance of this asset.”
NexGen Energy
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