AFC
EXE

Ares Financial Consulting’s Expand Energy Corp EXE Stock Holding History

Ares Financial Consulting’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 		$30.3K Sell
332
-35
-10% -$3.32K 0.02% 324
2026
Q1 		$38.9K Buy
367
+315
+606% +$33.6K 0.03% 253
2025
Q4 		$5.74K Buy
+52
New +$5.77K 0.01% 458

Other funds holding EXE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ares Financial Consulting's EXE Position: Q2 2026 in Review

Ares Financial Consulting reduced its Expand Energy Corp (EXE) stake by 9.5% in Q2 2026, selling an estimated $3.32K and leaving 332 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #324.

Ares Financial Consulting first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.9K in Q1 2026. 351 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Ares Financial Consulting held 332 shares of Expand Energy Corp worth $30.3K as of Q2 2026.
  • Ares Financial Consulting sold 35 Expand Energy Corp shares in Q2 2026, an estimated $3.32K.
  • Expand Energy Corp made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #324 holding.
  • Ares Financial Consulting first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Expand Energy Corp position peaked at $38.9K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.