Clearstead Trust’s X-Energy Inc XE Stock Holding History

Clearstead Trust’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	$298	Buy	+21	New	+$362	﹤0.01%	1013

Other funds holding XE

Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Clearstead Trust's XE Position: Q3 2026 in Review

Clearstead Trust opened a new position in X-Energy Inc (XE) in Q3 2026: 21 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings.

137 funds tracked by Wall St. Rank hold XE as of Q3 2026.

Clearstead Trust held 21 shares of X-Energy Inc worth $298 as of Q3 2026.
X-Energy Inc was a new Clearstead Trust position in Q3 2026.
X-Energy Inc made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #1013 holding.
137 funds tracked by Wall St. Rank held X-Energy Inc as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.