Winch Advisory Services’s Phoenix Energy One Series A Preferred Shares PHXE.PR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$16.3K Buy
+610
New +$15.1K ﹤0.01% 285

Winch Advisory Services's PHXE.PR Position: Q3 2026 in Review

Winch Advisory Services opened a new position in Phoenix Energy One Series A Preferred Shares (PHXE.PR) in Q3 2026: 610 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings.

1 fund tracked by Wall St. Rank holds PHXE.PR as of Q3 2026.

  • Winch Advisory Services held 610 shares of Phoenix Energy One Series A Preferred Shares worth $16.3K as of Q3 2026.
  • Phoenix Energy One Series A Preferred Shares was a new Winch Advisory Services position in Q3 2026.
  • Phoenix Energy One Series A Preferred Shares made up ﹤0.01% of Winch Advisory Services's portfolio in Q3 2026, its #285 holding.
  • 1 fund tracked by Wall St. Rank held Phoenix Energy One Series A Preferred Shares as of Q3 2026.

Based on Winch Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.