Superior Planning, LLC’s Expand Energy Corp EXE Stock Holding History

Superior Planning, LLC’s Portfolio EXE Stock Details EXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.3K	Buy	+420	New	+$38.7K	0.01%	483

Other funds holding EXE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's EXE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Expand Energy Corp (EXE) in Q3 2026: 420 shares worth $35.3K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings.

546 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Superior Planning, LLC held 420 shares of Expand Energy Corp worth $35.3K as of Q3 2026.
Expand Energy Corp was a new Superior Planning, LLC position in Q3 2026.
Expand Energy Corp made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #483 holding.
546 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.