<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>NLR filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of NLR compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>NLR: filing for 2026-06-30 -- 2 added, 2 dropped, turnover 12.2%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 2 added (3.14% of the fund), 2 dropped (10.04%). Turnover proxy 12.2%. Largest increases: Centrus Energy Corp 3.61% to 5.04%; Oklo Inc 3.79% to 5.22%; NuScale Power Corp 3.73% to 4.76%; Public Service Enterprise Group Inc 6.12% to 7.08%; NexGen Energy Ltd 4.38% to 4.96%; NANO Nuclear Energy Inc 1.35% to 1.92%. Largest decreases: CGN Power Co Ltd 4.85% to 3.9%; CGN Mining Co Ltd 2.86% to 2.32%; KEPCO Engineering &amp;amp; Construction Co Inc 2.85% to 2.49%; NAC Kazatomprom JSC 4.59% to 4.37%; Yellow Cake PLC 2.91% to 2.78%. New: X-Energy Inc (2.38%), Ur-Energy Inc (0.76%). Gone: PG&amp;amp;E Corp (5.59%), CEZ AS (4.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Aug 2026 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2026-03-31 -- 1 added, 1 dropped, turnover 7.3%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (0.54% of the fund), 1 dropped (0.79%). Turnover proxy 7.3%. Largest increases: Fortum Oyj 3.51% to 5.27%; BWX Technologies Inc 5.56% to 6.68%; Energy Fuels Inc/Canada 3.36% to 4.36%; Public Service Enterprise Group Inc 5.52% to 6.12%; KEPCO Engineering &amp;amp; Construction Co Inc 2.32% to 2.85%; CEZ AS 3.95% to 4.44%. Largest decreases: Silex Systems Ltd 2.81% to 1.39%; NANO Nuclear Energy Inc 2.17% to 1.35%; Centrus Energy Corp 4.33% to 3.61%; Oklo Inc 4.49% to 3.79%; Deep Yellow Ltd 1.94% to 1.3%; Yellow Cake PLC 3.5% to 2.91%. New: IsoEnergy Ltd (0.54%). Gone: Ur-Energy Inc (0.79%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2025-12-31 -- 1 added, 1 dropped, turnover 8.5%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (0.79% of the fund), 1 dropped (0.95%). Turnover proxy 8.5%. Largest increases: PG&amp;amp;E Corp 4.11% to 5.35%; Public Service Enterprise Group Inc 4.58% to 5.52%; Constellation Energy Corp 7.38% to 8.19%; CGN Power Co Ltd 3.94% to 4.74%; Paladin Energy Ltd 3.51% to 4.25%; Cameco Corp 7.57% to 8.2%. Largest decreases: Oklo Inc 6.79% to 4.49%; Centrus Energy Corp 5.71% to 4.33%; NANO Nuclear Energy Inc 3.23% to 2.17%; NuScale Power Corp 4.23% to 3.33%; Encore Energy Corp 1.4% to 0.67%; BWX Technologies Inc 5.97% to 5.56%. New: Ur-Energy Inc (0.79%). Gone: Boss Energy Ltd (0.95%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Feb 2026 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2025-09-30 -- 0 added, 0 dropped, turnover 7.8%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.8%. Largest increases: Oklo Inc 3.41% to 6.79%; Energy Fuels Inc/Canada 1.73% to 3.5%; Centrus Energy Corp 4.8% to 5.71%; Silex Systems Ltd 1.88% to 2.37%; Cameco Corp 7.22% to 7.57%; NuScale Power Corp 3.94% to 4.23%. Largest decreases: KEPCO Engineering &amp;amp; Construction Co Inc 4.04% to 2.48%; Public Service Enterprise Group Inc 5.6% to 4.58%; Boss Energy Ltd 1.96% to 0.95%; Yellow Cake PLC 3.78% to 3.02%; Constellation Energy Corp 8.14% to 7.38%; Paladin Energy Ltd 4.22% to 3.51%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 21 Nov 2025 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2025-06-30 -- 1 added, 1 dropped, turnover 18.3%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (2.47% of the fund), 1 dropped (6.89%). Turnover proxy 18.3%. Largest increases: Centrus Energy Corp 2.48% to 4.8%; KEPCO Engineering &amp;amp; Construction Co Inc 1.93% to 4.04%; Paladin Energy Ltd 2.21% to 4.22%; Denison Mines Corp 3.07% to 4.58%; BWX Technologies Inc 4.68% to 5.86%; NANO Nuclear Energy Inc 2.01% to 3.18%. Largest decreases: PG&amp;amp;E Corp 7.66% to 4.23%; Public Service Enterprise Group Inc 8.55% to 5.6%; Fortum Oyj 5.54% to 3.44%; CEZ AS 5.61% to 3.89%; Oklo Inc 3.84% to 3.41%; CGN Power Co Ltd 4.56% to 4.19%. New: CGN Mining Co Ltd (2.47%). Gone: Endesa SA (6.89%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 21 Aug 2025 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2025-03-31 -- 0 added, 0 dropped, turnover 5.6%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.6%. Largest increases: Endesa SA 5.78% to 6.89%; NuScale Power Corp 3.25% to 4.12%; Fortum Oyj 4.7% to 5.54%; Uranium Energy Corp 3.82% to 4.33%; NANO Nuclear Energy Inc 1.51% to 2.01%; NexGen Energy Ltd 3.94% to 4.34%. Largest decreases: BWX Technologies Inc 5.84% to 4.68%; Encore Energy Corp 1.57% to 0.68%; NAC Kazatomprom JSC 4.69% to 4.03%; Denison Mines Corp 3.7% to 3.07%; Energy Fuels Inc/Canada 2.47% to 1.92%; Paladin Energy Ltd 2.61% to 2.21%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 May 2025 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2024-12-31 -- 1 added, 1 dropped, turnover 12.1%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (1.51% of the fund), 1 dropped (1.43%). Turnover proxy 12.1%. Largest increases: Oklo Inc 1.61% to 3.98%; PG&amp;amp;E Corp 6.09% to 7.66%; Endesa SA 4.37% to 5.78%; CEZ AS 4.06% to 5.33%; NAC Kazatomprom JSC 3.68% to 4.69%; Public Service Enterprise Group Inc 7.51% to 8.49%. Largest decreases: Paladin Energy Ltd 5.27% to 2.61%; Constellation Energy Corp 9.66% to 8.12%; Boss Energy Ltd 2.05% to 1.19%; Uranium Energy Corp 4.67% to 3.82%; KEPCO Engineering &amp;amp; Construction Co Inc 2.38% to 1.62%; Denison Mines Corp 4.41% to 3.7%. New: NANO Nuclear Energy Inc (1.51%). Gone: Fission Uranium Corp (1.43%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Feb 2025 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2024-09-30 -- 1 added, 1 dropped, turnover 8.2%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (1.61% of the fund), 1 dropped (1.89%). Turnover proxy 8.2%. Largest increases: Constellation Energy Corp 7.49% to 9.66%; Paladin Energy Ltd 3.98% to 5.27%; BWX Technologies Inc 4.87% to 5.87%; KEPCO Engineering &amp;amp; Construction Co Inc 1.41% to 2.38%; Centrus Energy Corp 1.41% to 2.01%; Encore Energy Corp 1.81% to 2.17%. Largest decreases: CEZ AS 5.1% to 4.06%; NAC Kazatomprom JSC 4.6% to 3.68%; Fortum Oyj 5.81% to 4.99%; Public Service Enterprise Group Inc 8.22% to 7.51%; Boss Energy Ltd 2.64% to 2.05%; CGN Power Co Ltd 4.85% to 4.36%. New: Oklo Inc (1.61%). Gone: CGN Mining Co Ltd (1.89%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 19 Nov 2024 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2024-06-30 -- 1 added, 1 dropped, turnover 6.6%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (2.57% of the fund), 1 dropped (0.84%). Turnover proxy 6.6%. Largest increases: Fortum Oyj 4.24% to 5.81%; CGN Mining Co Ltd 1.27% to 1.89%; CGN Power Co Ltd 4.24% to 4.85%; Deep Yellow Ltd 1.67% to 2.1%; CEZ AS 4.91% to 5.1%; Fission Uranium Corp 1.44% to 1.6%. Largest decreases: Paladin Energy Ltd 5.01% to 3.98%; BWX Technologies Inc 5.75% to 4.87%; Endesa SA 5.51% to 4.81%; PG&amp;amp;E Corp 7.02% to 6.38%; Constellation Energy Corp 8.11% to 7.49%; Yellow Cake PLC 4.18% to 3.57%. New: NuScale Power Corp (2.57%). Gone: Global Atomic Corp (0.84%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 20 Aug 2024 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2024-03-31 -- 1 added, 1 dropped, turnover 7.3%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (1.78% of the fund), 1 dropped (1.08%). Turnover proxy 7.3%. Largest increases: BWX Technologies Inc 4.21% to 5.75%; Constellation Energy Corp 7.13% to 8.11%; Cameco Corp 6.13% to 6.67%; Public Service Enterprise Group Inc 7.6% to 8.12%; Paladin Energy Ltd 4.51% to 5.01%; Denison Mines Corp 4.35% to 4.76%. Largest decreases: PG&amp;amp;E Corp 8.22% to 7.02%; CEZ AS 5.77% to 4.91%; Energy Fuels Inc/Canada 3.29% to 2.54%; Fortum Oyj 4.93% to 4.24%; CGN Power Co Ltd 4.82% to 4.24%; Centrus Energy Corp 2.17% to 1.59%. New: Encore Energy Corp (1.78%). Gone: Ur-Energy Inc (1.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2023-12-31 -- 1 added, 1 dropped, turnover 6.6%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (1.08% of the fund), 1 dropped (0.68%). Turnover proxy 6.6%. Largest increases: PG&amp;amp;E Corp 6.4% to 8.22%; Yellow Cake PLC 3.4% to 4.56%; Fortum Oyj 4.17% to 4.93%; CGN Power Co Ltd 4.3% to 4.82%; Public Service Enterprise Group Inc 7.16% to 7.6%; Silex Systems Ltd 1.59% to 1.93%. Largest decreases: Energy Fuels Inc/Canada 4.48% to 3.29%; NAC Kazatomprom JSC 5.58% to 4.69%; Boss Energy Ltd 3.36% to 2.73%; Constellation Energy Corp 7.62% to 7.13%; Paladin Energy Ltd 4.99% to 4.51%; Denison Mines Corp 4.75% to 4.35%. New: Global Atomic Corp (1.08%). Gone: NuScale Power Corp (0.68%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 22 Feb 2024 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2023-09-30 -- 1 added, 1 dropped, turnover 6.5%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (1.59% of the fund), 1 dropped (1.88%). Turnover proxy 6.5%. Largest increases: NAC Kazatomprom JSC 4.38% to 5.58%; Centrus Energy Corp 1.95% to 2.58%; CEZ AS 5.31% to 5.86%; Energy Fuels Inc/Canada 3.95% to 4.48%; CGN Mining Co Ltd 1.15% to 1.63%; Deep Yellow Ltd 1.59% to 2.02%. Largest decreases: Fortum Oyj 5.07% to 4.17%; KEPCO Engineering &amp;amp; Construction Co Inc 2.29% to 1.62%; Public Service Enterprise Group Inc 7.83% to 7.16%; BWX Technologies Inc 4.94% to 4.35%; PG&amp;amp;E Corp 6.91% to 6.4%; NuScale Power Corp 1.07% to 0.68%. New: Silex Systems Ltd (1.59%). Gone: Global Atomic Corp (1.88%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Nov 2023 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2023-06-30 -- 1 added, 1 dropped, turnover 9%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (1.19% of the fund), 1 dropped (4.7%). Turnover proxy 9%. Largest increases: Boss Energy Ltd 2.03% to 2.94%; Constellation Energy Corp 7.06% to 7.95%; Denison Mines Corp 3.54% to 4.37%; Uranium Energy Corp 3.8% to 4.59%; Energy Fuels Inc/Canada 3.18% to 3.95%; Yellow Cake PLC 2.9% to 3.43%. Largest decreases: CEZ AS 6.45% to 5.31%; PG&amp;amp;E Corp 7.95% to 6.91%; Public Service Enterprise Group Inc 8.49% to 7.83%; Fortum Oyj 5.56% to 5.07%; NAC Kazatomprom JSC 4.84% to 4.38%; Endesa SA 5.41% to 5.09%. New: Ur-Energy Inc (1.19%). Gone: Kyushu Electric Power Co Inc (4.7%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 16 Aug 2023 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2023-03-31 -- 4 added, 4 dropped, turnover 24%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 4 added (4.25% of the fund), 4 dropped (23.8%). Turnover proxy 24%. Largest increases: Paladin Energy Ltd 2.61% to 4.45%; PG&amp;amp;E Corp 6.12% to 7.95%; CEZ AS 4.63% to 6.45%; Denison Mines Corp 2.01% to 3.54%; Yellow Cake PLC 1.43% to 2.9%; KEPCO Engineering &amp;amp; Construction Co Inc 1% to 2.44%. Largest decreases: NexGen Energy Ltd 4.49% to 4.4%; Kyushu Electric Power Co Inc 4.78% to 4.7%. New: Fission Uranium Corp (1.24%), Deep Yellow Ltd (1.1%), CGN Mining Co Ltd (1.05%), NuScale Power Corp (0.86%). Gone: Dominion Energy Inc (8.3%), Entergy Corp (6.16%), Electricite de France SA (4.96%), PNM Resources Inc (4.38%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 May 2023 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2022-12-31 -- 1 added, 1 dropped, turnover 9.3%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (0.98% of the fund), 1 dropped (4.73%). Turnover proxy 9.3%. Largest increases: NexGen Energy Ltd 2.94% to 4.49%; Dominion Energy Inc 7.22% to 8.3%; NAC Kazatomprom JSC 3.06% to 4.09%; Public Service Enterprise Group Inc 7.31% to 8.02%; Uranium Energy Corp 1.89% to 2.54%; Kyushu Electric Power Co Inc 4.16% to 4.78%. Largest decreases: Fortum Oyj 6.73% to 4.48%; Constellation Energy Corp 7.65% to 6.41%; PNM Resources Inc 4.7% to 4.38%; PG&amp;amp;E Corp 6.44% to 6.12%; Electricite de France SA 5.27% to 4.96%; Centrus Energy Corp 0.96% to 0.91%. New: Global Atomic Corp (0.98%). Gone: Korea Electric Power Corp (4.73%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Feb 2023 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2022-09-30 -- 4 added, 4 dropped, turnover 23%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 4 added (3.99% of the fund), 4 dropped (21.25%). Turnover proxy 23%. Largest increases: Fortum Oyj 4.34% to 6.73%; BWX Technologies Inc 2.84% to 4.36%; PG&amp;amp;E Corp 4.94% to 6.44%; Constellation Energy Corp 6.22% to 7.65%; PNM Resources Inc 3.34% to 4.7%; CGN Power Co Ltd 2.54% to 3.89%. Largest decreases: Dominion Energy Inc 8.51% to 7.22%; Endesa SA 4.46% to 4.21%; Entergy Corp 6.18% to 6%. New: Yellow Cake PLC (1.3%), Boss Energy Ltd (0.98%), Centrus Energy Corp (0.96%), KEPCO Engineering &amp;amp; Construction Co Inc (0.75%). Gone: Duke Energy Corp (8.4%), Kansai Electric Power Co Inc/The (5.11%), Pinnacle West Capital Corp (4.78%), Tokyo Electric Power Co Holdings Inc (2.96%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2022-06-30 -- 0 added, 1 dropped, turnover 6.3%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>26 positions became 25: 0 added (0% of the fund), 1 dropped (0.17%). Turnover proxy 6.3%. Largest increases: Kansai Electric Power Co Inc/The 4.14% to 5.11%; Tokyo Electric Power Co Holdings Inc 2.04% to 2.96%; BWX Technologies Inc 2.08% to 2.84%; Dominion Energy Inc 7.9% to 8.51%; Korea Electric Power Corp 4.02% to 4.58%; Constellation Energy Corp 5.7% to 6.22%. Largest decreases: Cameco Corp 6.11% to 4.17%; CEZ AS 4.86% to 4.21%; NexGen Energy Ltd 2.45% to 1.83%; Endesa SA 4.97% to 4.46%; Energy Fuels Inc/Canada 1.37% to 0.87%; Entergy Corp 6.65% to 6.18%. Gone: Electricite de France SA (0.17%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Aug 2022 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2022-03-31 -- 2 added, 1 dropped, turnover 11.8%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 26: 2 added (5.87% of the fund), 1 dropped (7.52%). Turnover proxy 11.8%. Largest increases: Cameco Corp 4.19% to 6.11%; Electricite de France SA 3.62% to 4.79%; Entergy Corp 5.83% to 6.65%; NexGen Energy Ltd 1.99% to 2.45%; Endesa SA 4.61% to 4.97%; Tokyo Electric Power Co Holdings Inc 1.68% to 2.04%. Largest decreases: PG&amp;amp;E Corp 5.73% to 5.1%; CGN Power Co Ltd 2.82% to 2.29%; Kyushu Electric Power Co Inc 3.12% to 2.66%; NAC Kazatomprom JSC 2.42% to 1.97%; Dominion Energy Inc 8.31% to 7.9%; Kansai Electric Power Co Inc/The 4.48% to 4.14%. New: Constellation Energy Corp (5.7%), Electricite de France SA (0.17%). Gone: Exelon Corp (7.52%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 May 2022 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2021-12-31 -- 1 added, 1 dropped, turnover 5.7%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (0.79% of the fund), 1 dropped (0.9%). Turnover proxy 5.7%. Largest increases: Endesa SA 3.94% to 4.61%; Duke Energy Corp 7.69% to 8.26%; Exelon Corp 6.97% to 7.52%; Dominion Energy Inc 7.79% to 8.31%; Entergy Corp 5.39% to 5.83%; PG&amp;amp;E Corp 5.35% to 5.73%. Largest decreases: Tokyo Electric Power Co Holdings Inc 4.04% to 1.68%; Electricite de France SA 4.59% to 3.62%; Fortum Oyj 5.56% to 4.99%; Cameco Corp 4.44% to 4.19%; Korea Electric Power Corp 4.57% to 4.34%; Kansai Electric Power Co Inc/The 4.69% to 4.48%. New: Uranium Energy Corp (0.79%). Gone: Hokuriku Electric Power Co (0.9%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 17 Feb 2022 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2021-09-30 -- 3 added, 3 dropped, turnover 6.3%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 3 added (5.17% of the fund), 3 dropped (1.92%). Turnover proxy 6.3%. Largest increases: Korea Electric Power Corp 4.39% to 4.57%; Cameco Corp 4.27% to 4.44%; NAC Kazatomprom JSC 2.07% to 2.22%; CEZ AS 4.61% to 4.76%; Electricite de France SA 4.46% to 4.59%; PG&amp;amp;E Corp 5.23% to 5.35%. Largest decreases: BWX Technologies Inc 2.98% to 2.29%; Duke Energy Corp 8.23% to 7.69%; Entergy Corp 5.87% to 5.39%; PNM Resources Inc 3.45% to 2.97%; Endesa SA 4.36% to 3.94%; Kyushu Electric Power Co Inc 3.25% to 2.83%. New: CGN Power Co Ltd (2.87%), Denison Mines Corp (1.15%), Paladin Energy Ltd (1.15%). Gone: KEPCO Plant Service &amp;amp; Engineering Co Ltd (0.75%), Uranium Energy Corp (0.59%), Uranium Participation Corp (0.58%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 22 Nov 2021 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2021-06-30 -- 0 added, 0 dropped, turnover 3%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3%. Largest increases: NexGen Energy Ltd 1.43% to 2%; Fortum OYJ 4.97% to 5.54%; NAC Kazatomprom JSC 1.77% to 2.07%; Kansai Electric Power Co Inc/The 4.3% to 4.59%; Public Service Enterprise Group Inc 6.49% to 6.71%; CEZ AS 4.42% to 4.61%. Largest decreases: Kyushu Electric Power Co Inc 4.48% to 3.25%; Electricite de France SA 4.93% to 4.46%; Hokuriku Electric Power Co 1.41% to 1.04%; BWX Technologies Inc 3.2% to 2.98%; Entergy Corp 6.05% to 5.87%; Cameco Corp 4.45% to 4.27%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Aug 2021 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2021-03-31 -- 0 added, 0 dropped, turnover 3.6%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.6%. Largest increases: Entergy Corp 5.03% to 6.05%; Electricite de France SA 4.42% to 4.93%; Duke Energy Corp 7.67% to 8.15%; Pinnacle West Capital Corp 4.24% to 4.47%; NAC Kazatomprom JSC 1.55% to 1.77%; PNM Resources Inc 3.4% to 3.6%. Largest decreases: Korea Electric Power Corp 5.27% to 4.34%; Cameco Corp 4.99% to 4.45%; CEZ AS 4.82% to 4.42%; BWX Technologies Inc 3.6% to 3.2%; PG&amp;amp;E Corp 5.78% to 5.38%; Kansai Electric Power Co Inc/The 4.6% to 4.3%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 May 2021 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2020-12-31 -- 2 added, 2 dropped, turnover 6%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 2 added (1.99% of the fund), 2 dropped (2.48%). Turnover proxy 6%. Largest increases: Cameco Corp 4.17% to 4.99%; Korea Electric Power Corp 4.58% to 5.27%; CEZ AS 4.26% to 4.82%; Energy Fuels Inc/Canada 0.29% to 0.72%; NexGen Energy Ltd 0.9% to 1.31%; PNM Resources Inc 3% to 3.4%. Largest decreases: Entergy Corp 6.01% to 5.03%; Duke Energy Corp 8.58% to 7.67%; Pinnacle West Capital Corp 4.62% to 4.24%; Hokuriku Electric Power Co 1.98% to 1.6%; Electricite de France SA 4.72% to 4.42%; Public Service Enterprise Group Inc 6.68% to 6.38%. New: NAC Kazatomprom JSC (1.55%), Uranium Energy Corp (0.43%). Gone: CGN Power Co Ltd (2.26%), KEPCO Engineering &amp;amp; Construction Co Inc (0.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 10 Feb 2021 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2020-09-30 -- 1 added, 1 dropped, turnover 5.5%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 1 added (0.22% of the fund), 1 dropped (2.38%). Turnover proxy 5.5%. Largest increases: PG&amp;amp;E Corp 3.57% to 5.67%; Duke Energy Corp 7.64% to 8.58%; BWX Technologies Inc 3.16% to 3.65%; PNM Resources Inc 2.59% to 3%; Hokuriku Electric Power Co 1.59% to 1.98%; Korea Electric Power Corp 4.24% to 4.58%. Largest decreases: Fortum OYJ 5.77% to 4.98%; Cameco Corp 4.76% to 4.17%; Kansai Electric Power Co Inc/The 4.98% to 4.47%; Endesa SA 4.81% to 4.36%; CEZ AS 4.71% to 4.26%; Dominion Energy Inc 8.05% to 7.93%. New: KEPCO Engineering &amp;amp; Construction Co Inc (0.22%). Gone: El Paso Electric Co (2.38%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Nov 2020 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2020-06-30 -- 0 added, 0 dropped, turnover 5.2%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.2%. Largest increases: Electricite de France SA 3.18% to 4.71%; Fortum OYJ 4.47% to 5.77%; BWX Technologies Inc 2.61% to 3.16%; CEZ AS 4.23% to 4.71%; Entergy Corp 5.56% to 5.94%; Pinnacle West Capital Corp 4.19% to 4.55%. Largest decreases: Kansai Electric Power Co Inc/The 6.36% to 4.98%; Kyushu Electric Power Co Inc 5.27% to 4.66%; CGN Power Co Ltd 2.91% to 2.36%; El Paso Electric Co 2.86% to 2.38%; Tokyo Electric Power Co Holdings Inc 4.77% to 4.3%; Hokuriku Electric Power Co 2.06% to 1.59%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2020-03-31 -- 0 added, 0 dropped, turnover 4.8%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.8%. Largest increases: Kansai Electric Power Co Inc/The 4.99% to 6.36%; Kyushu Electric Power Co Inc 4.31% to 5.27%; El Paso Electric Co 2.19% to 2.86%; Cameco Corp 4.03% to 4.58%; Tokyo Electric Power Co Holdings Inc 4.31% to 4.77%; Hokuriku Electric Power Co 1.63% to 2.06%. Largest decreases: Electricite de France SA 4.75% to 3.18%; Fortum OYJ 5.7% to 4.47%; Pinnacle West Capital Corp 4.68% to 4.19%; Entergy Corp 6.01% to 5.56%; PG&amp;amp;E Corp 3.98% to 3.7%; Duke Energy Corp 8.1% to 7.83%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 22 May 2020 12:00:00 GMT</pubDate></item><item><title>NLR: filing for 2019-12-31 -- 0 added, 1 dropped, turnover 1.8%</title><link>https://themulden.com/funds/nlr/</link><guid isPermaLink="true">https://themulden.com/funds/nlr/</guid><description>26 positions became 25: 0 added (0% of the fund), 1 dropped (0.28%). Turnover proxy 1.8%. Largest increases: Kansai Electric Power Co Inc/The 4.55% to 4.99%; Electricite de France SA 4.33% to 4.75%; CGN Power Co Ltd 2.66% to 2.87%; Exelon Corp 6.92% to 7.13%; CEZ AS 4.25% to 4.42%; Hokuriku Electric Power Co 1.47% to 1.63%. Largest decreases: BWX Technologies Inc 2.99% to 2.74%; Cameco Corp 4.26% to 4.03%; PG&amp;amp;E Corp 4.2% to 3.98%; Entergy Corp 6.22% to 6.01%; Endesa SA 4.59% to 4.41%; Dominion Energy Inc 8.25% to 8.09%. Gone: DREYFUS GOVERNMENT CASH MANAGEMENT (0.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 18 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>