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Oxler Private Wealth’s Perma-Fix Environmental Services PESI Stock Holding History

Oxler Private Wealth’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Hold
17,005
– – 0.07% 88
2026
Q1 		$182K Hold
17,005
– – 0.06% 92
2025
Q4 		$214K Hold
17,005
– – 0.06% 89
2025
Q3 		$172K Hold
17,005
– – 0.05% 90
2025
Q2 		$179K Hold
17,005
– – 0.06% 86
2025
Q1 		$124K Hold
17,005
– – 0.04% 85
2024
Q4 		$188K Buy
+17,005
New +$224K 0.06% 85

Other funds holding PESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oxler Private Wealth's PESI Position: Q2 2026 in Review

Oxler Private Wealth held its Perma-Fix Environmental Services (PESI) position steady in Q2 2026 at 17,005 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #88.

Oxler Private Wealth first reported a position in PESI in Q4 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold PESI as of Q2 2026.

  • Oxler Private Wealth held 17,005 shares of Perma-Fix Environmental Services worth $243K as of Q2 2026.
  • Oxler Private Wealth left its Perma-Fix Environmental Services share count unchanged in Q2 2026.
  • Perma-Fix Environmental Services made up 0.07% of Oxler Private Wealth's portfolio in Q2 2026, its #88 holding.
  • Oxler Private Wealth first reported a position in Perma-Fix Environmental Services in Q4 2024 and has held it in 7 quarters since.
  • 88 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.