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NXE

NexGen Energy Ltd.

Sector: energyUraniumNYSEMarket Cap: $8.10B

Canadian uranium producer with minimal US political engagement, positioned to benefit from nuclear energy policy tailwinds but lacks direct lobbying presence.

Govt Dependence
25/100
Regulatory Density
35/100
Lobbying Intensity
5/100
Political Signal
MEDIUM

BusinessWhat NXE does

NexGen Energy is a Canadian-listed uranium mining company focused on development of the Athabasca Basin projects in Saskatchewan. Primary revenue derives from uranium concentrate sales to utilities and defense contractors; the company is pre-revenue from operations but holds significant mineral reserves.

Lifetime Government AwardsNXE federal contracts

NXE doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding NXE

$334.8M
Total NXE held by tracked 13F funds
30
Funds with NXE positions
+30
Funds opened this quarter
Citadel Advisors $40M opened 2025-09-30
Citadel Advisors $32M opened 2025-12-31
Citadel Advisors $29M opened 2025-06-30
Bridgewater Associates $24M opened 2024-06-30
Renaissance Technologies $21M opened 2025-06-30
Bridgewater Associates $20M opened 2024-09-30
Citadel Advisors $20M opened 2025-03-31
Renaissance Technologies $19M opened 2025-03-31
22 more 13F positions tracked · quarterly delta charts available in member dashboard

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills to WatchLegislation flagged by our analysis

ADVANCE ActInflation Reduction Act nuclear provisionsUS uranium reserve purchases

Political ProfileWhere NXE sits in Washington

Stock responds to macro nuclear policy shifts (IRA, ADVANCE Act) and US uranium procurement announcements, but lacks direct US lobbying presence. Exposure is indirect through commodity demand and geopolitical uranium supply concerns.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Canadian provincial mining regulation
  • US import tariffs on uranium

Regulatory opportunities

  • US domestic uranium production incentives
  • nuclear energy tax credits expansion
  • DOE uranium procurement programs
Member intelligence layer

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Frequently AskedAbout NXE & political exposure

Does NexGen Energy Ltd. (NXE) hold federal contracts?
No direct prime contracts reported in USASpending.gov for NexGen Energy Ltd.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
What is NXE political risk profile?
Government dependence: 25/100. Lobbying intensity: 5/100. Political signal: medium.
How does GovGreed track NXE political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. NXE data is updated daily from these official federal sources.