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 Q3	–	Sell	-17,005	Closed	-$243K	–	93
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Thompson Davis & Co Richmond, Virginia $149M AUM 10.53% 1-Year Est. Return

Oxler Private Wealth's PESI Position: Q3 2026 in Review

Oxler Private Wealth sold out of Perma-Fix Environmental Services (PESI) in Q3 2026, closing a stake of 17,005 shares — an estimated $243K sold.

Oxler Private Wealth first reported a position in PESI in Q4 2024 and held it in 7 quarters. The position peaked at $243K in Q2 2026. 36 funds tracked by Wall St. Rank hold PESI as of Q3 2026.

Oxler Private Wealth reported no remaining Perma-Fix Environmental Services position as of Q3 2026 after selling out during the quarter.
Oxler Private Wealth sold 17,005 Perma-Fix Environmental Services shares in Q3 2026, an estimated $243K.
Oxler Private Wealth first reported a position in Perma-Fix Environmental Services in Q4 2024 and held it in 7 quarters.
Oxler Private Wealth's Perma-Fix Environmental Services position peaked at $243K in Q2 2026.
36 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.