Charles Schwab’s X-Energy Inc XE Stock Holding History

Charles Schwab’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 Q2	$7.69M	Buy	+418,976	New	+$10.8M	﹤0.01%	2279

Other funds holding XE

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $496M AUM 19.93% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return

Charles Schwab's XE Position: Q2 2026 in Review

Charles Schwab opened a new position in X-Energy Inc (XE) in Q2 2026: 418,976 shares worth $7.69M. The stake represents ﹤0.01% of the portfolio and ranks #2279 among its holdings.

189 funds tracked by Wall St. Rank hold XE as of Q2 2026.

Charles Schwab held 418,976 shares of X-Energy Inc worth $7.69M as of Q2 2026.
X-Energy Inc was a new Charles Schwab position in Q2 2026.
X-Energy Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2279 holding.
189 funds tracked by Wall St. Rank held X-Energy Inc as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.