Aspect Partners
XE icon

Aspect Partners’s X-Energy Inc XE Stock Holding History

Aspect Partners’s Portfolio XE Stock Details XE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.79K Buy
267
+28
+12% +$482 ﹤0.01% 453
2026
Q2 		$4.39K Buy
+239
New +$6.19K ﹤0.01% 441

Other funds holding XE

Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
MN Wealth Advisors
MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Aspect Partners's XE Position: Q3 2026 in Review

Aspect Partners increased its X-Energy Inc (XE) stake by 12% in Q3 2026, buying an estimated $482 and bringing the position to 267 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Aspect Partners first reported a position in XE in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.39K in Q2 2026. 44 funds tracked by Wall St. Rank hold XE as of Q3 2026.

  • Aspect Partners held 267 shares of X-Energy Inc worth $3.79K as of Q3 2026.
  • Aspect Partners bought 28 X-Energy Inc shares in Q3 2026, an estimated $482.
  • X-Energy Inc made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #453 holding.
  • Aspect Partners first reported a position in X-Energy Inc in Q2 2026 and has held it in 2 quarters since.
  • Aspect Partners's X-Energy Inc position peaked at $4.39K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held X-Energy Inc as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.