Kestra Advisory Services’s X-Energy Inc XE Stock Holding History

Kestra Advisory Services’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	$3.52M	Buy	+248,230	New	+$4.27M	0.01%	1092

Other funds holding XE

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

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

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

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Once Capital Management New York $783M AUM 74.43% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Kestra Advisory Services's XE Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in X-Energy Inc (XE) in Q3 2026: 248,230 shares worth $3.52M. The stake represents 0.01% of the portfolio and ranks #1092 among its holdings.

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

Kestra Advisory Services held 248,230 shares of X-Energy Inc worth $3.52M as of Q3 2026.
X-Energy Inc was a new Kestra Advisory Services position in Q3 2026.
X-Energy Inc made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1092 holding.
66 funds tracked by Wall St. Rank held X-Energy Inc as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.