Rothwell Investment Advisors, LLC’s Expand Energy Corp EXE Stock Holding History

Rothwell Investment Advisors, 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	$6.92K	Buy	+82	New	+$7.56K	﹤0.01%	844

Other funds holding EXE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's EXE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Expand Energy Corp (EXE) in Q3 2026: 82 shares worth $6.92K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings.

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

Rothwell Investment Advisors, LLC held 82 shares of Expand Energy Corp worth $6.92K as of Q3 2026.
Expand Energy Corp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Expand Energy Corp made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #844 holding.
377 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.