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 Q3	–	Sell	-13	Closed	-$1.2K	–	1398
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

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 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 26.91% 1-Year Est. Return

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

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

Activest Wealth Management sold out of Expand Energy Corp (EXE) in Q3 2026, closing a stake of 13 shares — an estimated $1.2K sold.

Activest Wealth Management first reported a position in EXE in Q1 2021 and held it in 13 quarters. The position peaked at $8.54K in Q2 2025. 446 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Activest Wealth Management reported no remaining Expand Energy Corp position as of Q3 2026 after selling out during the quarter.
Activest Wealth Management sold 13 Expand Energy Corp shares in Q3 2026, an estimated $1.2K.
Activest Wealth Management first reported a position in Expand Energy Corp in Q1 2021 and held it in 13 quarters.
Activest Wealth Management's Expand Energy Corp position peaked at $8.54K in Q2 2025.
446 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.