Abound Wealth Management
EXE icon

Abound Wealth Management’s Expand Energy Corp EXE Stock Holding History

Abound Wealth Management’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 		$28.2K Sell
335
-4
-1% -$369 0.01% 368
2026
Q2 		$30.9K Buy
339
+6
+2% +$570 0.01% 304
2026
Q1 		$36.6K Buy
333
+36
+12% +$3.84K 0.01% 293
2025
Q4 		$32.8K Buy
297
+267
+890% +$29.6K 0.01% 282
2025
Q3 		$3.19K Buy
+30
New +$3.01K ﹤0.01% 735

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DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Abound Wealth Management's EXE Position: Q3 2026 in Review

Abound Wealth Management reduced its Expand Energy Corp (EXE) stake by 1.2% in Q3 2026, selling an estimated $369 and leaving 335 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #368.

Abound Wealth Management first reported a position in EXE in Q3 2025 and has held it in 5 quarters since. The position peaked at $36.6K in Q1 2026. 188 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Abound Wealth Management held 335 shares of Expand Energy Corp worth $28.2K as of Q3 2026.
  • Abound Wealth Management sold 4 Expand Energy Corp shares in Q3 2026, an estimated $369.
  • Expand Energy Corp made up 0.01% of Abound Wealth Management's portfolio in Q3 2026, its #368 holding.
  • Abound Wealth Management first reported a position in Expand Energy Corp in Q3 2025 and has held it in 5 quarters since.
  • Abound Wealth Management's Expand Energy Corp position peaked at $36.6K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.