X-ENERGY INC XE
COM CL A · Common Stock · CUSIP 98386P102
American nuclear reactor and fuel design engineering company
- SectorIndustrials
- IndustryFabricated Plate Work (Boiler Shops)
- HeadquartersWilmington, DE
- Websitex-energy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($27.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.36. Options: 8 managers hold calls ($12.1m notional), 9 hold puts ($31.7m).
Trends to Q2 2026
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $12.1m | $31.7m | 2.62 |
Biggest buyers
| AMAZON COM INC | New | +65.8m |
| SEGRA CAPITAL MANAGEMENT, LLC | New | +14.5m |
| ARES MANAGEMENT LLC | New | +13.8m |
| ONTARIO TEACHERS PENSION PLAN BOARD | New | +8.5m |
| VAN ECK ASSOCIATES CORP | New | +7.1m |
| Point72 Asset Management, L.P. | New | +5.7m |
| ARK Investment Management LLC | New | +5.4m |
| BlackRock, Inc. | New | +4.4m |
| JANE STREET GROUP, LLC | New | +3.9m |
| DOW CHEMICAL CO /DE/ | New | +3.8m |
Biggest sellers
| None |
Biggest calls
| CITADEL ADVISORS LLC | New | $3.6m193.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $2.4m131.6k shares |
| BARCLAYS PLC | New | $1.4m77.9k shares |
| SIMPLEX TRADING, LLC | New | $1.3m70.3k shares |
| IMC-Chicago, LLC | New | $1.3m69.5k shares |
| JANE STREET GROUP, LLC | New | $1.2m65.5k shares |
| GROUP ONE TRADING LLC | New | $815.2k44.4k shares |
| RAYMOND JAMES FINANCIAL INC | New | $94.5k6.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $16.5m900.8k shares |
| JANE STREET GROUP, LLC | New | $4.7m255.1k shares |
| CITADEL ADVISORS LLC | New | $3.4m182.6k shares |
| Caption Management, LLC | New | $2.2m122.5k shares |
| IMC-Chicago, LLC | New | $1.8m100.5k shares |
| SIMPLEX TRADING, LLC | New | $989.6k53.9k shares |
| TUDOR INVESTMENT CORP ET AL | New | $918.0k50.0k shares |
| BARCLAYS PLC | New | $826.2k45.0k shares |
| GROUP ONE TRADING LLC | New | $255.2k13.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Ghaffarian Kamal Seyed 13G · exempt (held before listing) new · filed 2026-08-14 | 25.0% |
| AMAZON COM INC 13G · exempt (held before listing) new · filed 2026-08-06 | 22.9% |
| Ares Partners Holdco LLC 13G · exempt (held before listing) new · filed 2026-08-12 | 12.3% |
| GFNCI LLC 13G · passive investor new · filed 2026-05-04 | 6.8% |
| SEGRA CAPITAL MANAGEMENT, LLC 13G · institution new · filed 2026-07-17 | 5.3% |
| JANE STREET GROUP, LLC 13G · passive investor new · filed 2026-09-04 | 5.2% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 4 | $282.9k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-04-27 | HYLE KATHLEEN W Director | Bought | $230.0k10.0k shares |
| 2026-04-27 | GARCIA LAURA Chief Accounting Officer | Bought | $27.6k1.2k shares |
| 2026-04-27 | Wallace Michael J Wallace Director | Bought | $23.0k1.0k shares |
| 2026-04-27 | Duling Joel President, TRISO-X | Bought | $2.3k100 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| AMAZON COM INC 27.33% of their portfolio | 65.8m $1.2bn | New |
| SEGRA CAPITAL MANAGEMENT, LLC 61.09% of their portfolio | 14.5m $265.8m | New |
| ARES MANAGEMENT LLC 11.08% of their portfolio | 13.8m $254.2m | New |
| ONTARIO TEACHERS PENSION PLAN BOARD 0.99% of their portfolio | 8.5m $155.4m | New |
| VAN ECK ASSOCIATES CORP 0.08% of their portfolio | 7.1m $130.8m | New |
| Point72 Asset Management, L.P. 0.16% of their portfolio | 5.7m $104.5m | New |
| ARK Investment Management LLC 0.65% of their portfolio | 5.4m $99.4m | New |
| BlackRock, Inc. 0.00% of their portfolio | 4.4m $80.8m | New |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 3.9m $70.8m | New |
| DOW CHEMICAL CO /DE/ 30.48% of their portfolio | 3.8m $69.6m | New |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 3.8m $69.3m | New |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 2.4m $44.2m | New |
| Hood River Capital Management LLC 0.31% of their portfolio | 2.3m $42.9m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 2.3m $42.6m | New |
| SOROS FUND MANAGEMENT LLC 0.54% of their portfolio | 2.2m $41.2m | New |
| UBS Group AG 0.01% of their portfolio | 2.0m $37.6m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.8m $33.8m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.5m $27.8m | New |
| DG Capital Management, LLC 9.62% of their portfolio | 1.5m $27.8m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 1.5m $27.6m | New |
| Amova Asset Management Americas, Inc. 0.34% of their portfolio | 1.5m $26.7m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 1.4m $26.6m | New |
| Zimmer Partners, LP 0.54% of their portfolio | 1.2m $22.9m | New |
| ALKEON CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 1.0m $18.4m | New |
| Two Seas Capital LP 0.70% of their portfolio | 1.0m $18.4m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 950.0k $17.4m | New |
| Alyeska Investment Group, L.P. 0.04% of their portfolio | 873.8k $16.0m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 817.6k $15.0m | New |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 745.1k $13.7m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 733.9k $13.5m | New |
| VIKING GLOBAL INVESTORS LP 0.04% of their portfolio | 714.3k $13.1m | New |
| BAMCO INC /NY/ 0.02% of their portfolio | 695.5k $12.8m | New |
| MORGAN STANLEY 0.00% of their portfolio | 687.5k $12.6m | New |
| Tairen Capital Ltd 1.03% of their portfolio | 636.0k $11.7m | New |
| FMR LLC 0.00% of their portfolio | 627.4k $11.5m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 590.8k $10.8m | New |
| SEVEN GRAND MANAGERS, LLC 0.37% of their portfolio | 500.0k $9.2m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 430.6k $7.9m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 419.0k $7.7m | New |
| BlueCrest Capital Management Ltd 0.32% of their portfolio | 405.0k $7.4m | New |
| NORGES BANK 0.00% of their portfolio | 400.0k $7.3m | Not comparable |
| Yaupon Capital Management LP 0.24% of their portfolio | 400.0k $7.3m | New |
| Ghisallo Capital Management LLC 0.14% of their portfolio | 400.0k $7.3m | New |
| Aventail Capital Group, LP 0.40% of their portfolio | 381.2k $7.0m | New |
| Nepsis Inc. 2.31% of their portfolio | 370.2k $6.8m | New |
| Blackstone Inc. 0.02% of their portfolio | 325.0k $6.0m | Not comparable |
| Squarepoint Ops LLC 0.01% of their portfolio | 325.0k $6.0m | New |
| Burkehill Global Management, LP 0.22% of their portfolio | 325.0k $6.0m | New |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 320.0k $5.9m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 303.3k $5.6m | New |
| Covalis Capital LLP 0.31% of their portfolio | 301.2k $5.5m | New |
| REAVES W H & CO INC 0.08% of their portfolio | 300.0k $5.5m | New |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.34% of their portfolio | 293.3k $5.4m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 288.3k $5.3m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 271.0k $5.0m | New |
| LMR Partners LLP 0.03% of their portfolio | 250.6k $4.6m | New |
| Merewether Investment Management, LP 0.08% of their portfolio | 224.3k $4.1m | New |
| Thiel Macro LLC 0.88% of their portfolio | 200.0k $3.7m | New |
| Freestone Grove Partners LP 0.02% of their portfolio | 191.8k $3.5m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 183.6k $3.4m | New |
| Defiance ETFs, LLC 0.05% of their portfolio | 183.2k $3.4m | New |
| Tidal Investments LLC 0.01% of their portfolio | 182.1k $3.3m | New |
| Sourcerock Group LLC 0.17% of their portfolio | 179.8k $3.3m | New |
| Davidson Kempner Capital Management LP 0.05% of their portfolio | 177.5k $3.3m | Not comparable |
| KEYSTONE INVESTORS PTE LTD 0.17% of their portfolio | 174.4k $3.2m | First filing |
| WESTWOOD HOLDINGS GROUP INC 0.02% of their portfolio | 171.1k $3.1m | New |
| Woodline Partners LP 0.01% of their portfolio | 168.8k $3.1m | New |
| READYSTATE ASSET MANAGEMENT LP 0.12% of their portfolio | 160.3k $2.9m | New |
| Jain Global LLC 0.03% of their portfolio | 159.6k $2.9m | New |
| Weiss Asset Management LP 0.03% of their portfolio | 149.5k $2.7m | Not comparable |
| Vennlight Capital Management, LP 1.83% of their portfolio | 148.8k $2.7m | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 138.7k $2.5m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 132.9k $2.4m | New |
| Walleye Capital LLC 0.01% of their portfolio | 129.0k $2.4m | New |
| Baltimore-Washington Financial Advisors, Inc. 0.09% of their portfolio | 125.0k $2.3m | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 121.7k $2.2m | New |
| Invesco Ltd. 0.00% of their portfolio | 103.7k $1.9m | New |
| Centiva Capital, LP 0.06% of their portfolio | 100.0k $1.8m | New |
| Shay Capital LLC 0.20% of their portfolio | 100.0k $1.8m | New |
| LuminArx Capital Management LP 0.85% of their portfolio | 100.0k $1.8m | New |
| BW Gestao de Investimentos Ltda. 0.04% of their portfolio | 100.0k $1.8m | New |
| COHEN & STEERS, INC. 0.00% of their portfolio | 99.5k $1.8m | New |
| WINTON GROUP Ltd 0.05% of their portfolio | 89.6k $1.6m | New |
| CastleKnight Management LP 0.05% of their portfolio | 78.4k $1.4m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 68.1k $1.3m | New |
| PORTLAND INVESTMENT COUNSEL INC. 0.31% of their portfolio | 60.0k $1.1m | New |
| CAZ INVESTMENTS LP 0.36% of their portfolio | 60.0k $1.1m | New |
| New Age Alpha Advisors, LLC 0.05% of their portfolio | 60.0k $1.1m | New |
| BARCLAYS PLC 0.00% of their portfolio | 54.4k $999.0k | New |
| VIKING FUND MANAGEMENT LLC 0.08% of their portfolio | 50.0k $918.0k | New |
| Anson Funds Management LP 0.08% of their portfolio | 50.0k $918.0k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 49.6k $910.6k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 48.2k $885.1k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 46.9k $861.8k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 45.2k $830.0k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 42.6k $781.8k | New |
| LPL Financial LLC 0.00% of their portfolio | 40.1k $735.8k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 38.9k $769.7k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 38.5k $707.5k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 37.4k $686.0k | New |