AMI Asset Management’s Expand Energy Corp EXE Stock Holding History

AMI Asset 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	$901K	Buy	10,718 +85	+0.8%	+$7.84K	0.05%	63
2026 Q2	$970K	Buy	10,633 +117	+1%	+$11.1K	0.06%	62
2026 Q1	$1.15M	Sell	10,516 -61	-0.6%	-$6.51K	0.07%	47
2025 Q4	$1.17M	Sell	10,577 -360	-3%	-$39.9K	0.07%	53
2025 Q3	$1.16M	Buy	+10,937	New	+$1.1M	0.06%	52

Other funds holding EXE

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AMI Asset Management's EXE Position: Q3 2026 in Review

AMI Asset Management increased its Expand Energy Corp (EXE) stake by 0.8% in Q3 2026, buying an estimated $7.84K and bringing the position to 10,718 shares worth $901K. The position accounts for 0.05% of the portfolio, ranked #63.

AMI Asset Management first reported a position in EXE in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2025. 335 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

AMI Asset Management held 10,718 shares of Expand Energy Corp worth $901K as of Q3 2026.
AMI Asset Management bought 85 Expand Energy Corp shares in Q3 2026, an estimated $7.84K.
Expand Energy Corp made up 0.05% of AMI Asset Management's portfolio in Q3 2026, its #63 holding.
AMI Asset Management first reported a position in Expand Energy Corp in Q3 2025 and has held it in 5 quarters since.
AMI Asset Management's Expand Energy Corp position peaked at $1.17M in Q4 2025.
335 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on AMI Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.