Ares Financial Consulting
EXE icon

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
Q3 		$27.9K Hold
332
– – 0.02% 342
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

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ares Financial Consulting's EXE Position: Q3 2026 in Review

Ares Financial Consulting held its Expand Energy Corp (EXE) position steady in Q3 2026 at 332 shares worth $27.9K. The position accounts for 0.02% of the portfolio, ranked #342.

Ares Financial Consulting first reported a position in EXE in Q4 2025 and has held it in 4 quarters since. The position peaked at $38.9K in Q1 2026. 472 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Ares Financial Consulting held 332 shares of Expand Energy Corp worth $27.9K as of Q3 2026.
  • Ares Financial Consulting left its Expand Energy Corp share count unchanged in Q3 2026.
  • Expand Energy Corp made up 0.02% of Ares Financial Consulting's portfolio in Q3 2026, its #342 holding.
  • Ares Financial Consulting first reported a position in Expand Energy Corp in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Expand Energy Corp position peaked at $38.9K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.