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Farther Finance Advisors’s X-Energy Inc XE Stock Holding History

Farther Finance 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
Q3 		$9.6K Buy
+677
New +$11.7K ﹤0.01% 4643

Other funds holding XE

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's XE Position: Q3 2026 in Review

Farther Finance Advisors opened a new position in X-Energy Inc (XE) in Q3 2026: 677 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #4643 among its holdings.

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

  • Farther Finance Advisors held 677 shares of X-Energy Inc worth $9.6K as of Q3 2026.
  • X-Energy Inc was a new Farther Finance Advisors position in Q3 2026.
  • X-Energy Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4643 holding.
  • 11 funds tracked by Wall St. Rank held X-Energy Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.