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

Activest 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 Q2	$1.2K	Buy	+13	New	+$1.24K	﹤0.01%	926
2025 Q4	–	Sell	-14	Closed	-$1.5K	–	1332
2025 Q3	$1.5K	Sell	14 -59	-81%	-$5.92K	﹤0.01%	819
2025 Q2	$8.54K	Buy	73 +69	+1,725%	+$7.7K	﹤0.01%	461
2025 Q1	$447	Hold	4	–	–	﹤0.01%	861
2024 Q4	$398	Buy	+4	New	+$369	﹤0.01%	559
2023 Q4	–	Sell	-27	Closed	-$2.22K	–	375
2023 Q3	$2.36K	Buy	+27	New	+$2.29K	﹤0.01%	265
2023 Q2	–	Sell	-27	Closed	-$2.02K	–	437
2023 Q1	$2.02K	Buy	+27	New	+$2.22K	﹤0.01%	255
2022 Q3	–	Sell	-25	Closed	-$2K	–	625
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	342
2022 Q1	$2K	Buy	25 +1	+4%	+$73	﹤0.01%	306
2021 Q4	$2K	Buy	24 +5	+26%	+$317	﹤0.01%	305
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	377
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	330
2021 Q1	$1K	Buy	+19	New	+$837	﹤0.01%	298

Other funds holding EXE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCP

TMB Capital Partners Little Rock, Arkansas $321M AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Activest Wealth Management's EXE Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Expand Energy Corp (EXE) in Q2 2026: 13 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in EXE as recently as Q3 2025.

Activest Wealth Management first reported a position in EXE in Q1 2021 and has held it in 13 quarters since. The position peaked at $8.54K in Q2 2025. 235 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Activest Wealth Management held 13 shares of Expand Energy Corp worth $1.2K as of Q2 2026.
Expand Energy Corp was a new Activest Wealth Management position in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #926 holding.
Activest Wealth Management first reported a position in Expand Energy Corp in Q1 2021 and has held it in 13 quarters since.
Activest Wealth Management's Expand Energy Corp position peaked at $8.54K in Q2 2025.
235 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.