EWA
XE

EverSource Wealth Advisors’s X-Energy Inc XE Stock Holding History

EverSource Wealth Advisors’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 		$2.99K Buy
+163
New +$4.22K ﹤0.01% 3532

Other funds holding XE

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

EverSource Wealth Advisors's XE Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in X-Energy Inc (XE) in Q2 2026: 163 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #3532 among its holdings.

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

  • EverSource Wealth Advisors held 163 shares of X-Energy Inc worth $2.99K as of Q2 2026.
  • X-Energy Inc was a new EverSource Wealth Advisors position in Q2 2026.
  • X-Energy Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3532 holding.
  • 17 funds tracked by Wall St. Rank held X-Energy Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.