IFP Advisors
XE icon

IFP Advisors’s X-Energy Inc XE Stock Holding History

IFP 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 		$84.3K Buy
5,944
+762
+15% +$13.1K ﹤0.01% 2071
2026
Q2 		$95.1K Buy
+5,182
New +$134K ﹤0.01% 2016

Other funds holding XE

Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 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

IFP Advisors's XE Position: Q3 2026 in Review

IFP Advisors increased its X-Energy Inc (XE) stake by 15% in Q3 2026, buying an estimated $13.1K and bringing the position to 5,944 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

IFP Advisors first reported a position in XE in Q2 2026 and has held it in 2 quarters since. The position peaked at $95.1K in Q2 2026. 61 funds tracked by Wall St. Rank hold XE as of Q3 2026.

  • IFP Advisors held 5,944 shares of X-Energy Inc worth $84.3K as of Q3 2026.
  • IFP Advisors bought 762 X-Energy Inc shares in Q3 2026, an estimated $13.1K.
  • X-Energy Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2071 holding.
  • IFP Advisors first reported a position in X-Energy Inc in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's X-Energy Inc position peaked at $95.1K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held X-Energy Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.