Robertson Stephens Wealth Management’s X-Energy Inc XE Stock Holding History

Robertson Stephens Wealth Management’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 Q2	$349K	Buy	+19,000	New	+$492K	0.01%	495

Other funds holding XE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

QPW

Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

Robertson Stephens Wealth Management's XE Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in X-Energy Inc (XE) in Q2 2026: 19,000 shares worth $349K. The stake represents 0.01% of the portfolio and ranks #495 among its holdings.

31 funds tracked by Wall St. Rank hold XE as of Q2 2026.

Robertson Stephens Wealth Management held 19,000 shares of X-Energy Inc worth $349K as of Q2 2026.
X-Energy Inc was a new Robertson Stephens Wealth Management position in Q2 2026.
X-Energy Inc made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #495 holding.
31 funds tracked by Wall St. Rank held X-Energy Inc as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.