Asset Planning Inc
EXE icon

Asset Planning Inc’s Expand Energy Corp EXE Stock Holding History

Asset Planning Inc’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 		$3.84K Hold
46
– – ﹤0.01% 278
2026
Q2 		$4.16K Hold
46
– – ﹤0.01% 282
2026
Q1 		$5.01K Buy
46
+21
+84% +$2.24K ﹤0.01% 260
2025
Q4 		$2.72K Hold
25
– – ﹤0.01% 270
2025
Q3 		$2.62K Hold
25
– – ﹤0.01% 266
2025
Q2 		$2.88K Sell
25
-1
-4% -$112 ﹤0.01% 262
2025
Q1 		$2.86K Hold
26
– – ﹤0.01% 274
2024
Q4 		$2.56K Buy
+26
New +$2.4K ﹤0.01% 281

Other funds holding EXE

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Planning Inc's EXE Position: Q3 2026 in Review

Asset Planning Inc held its Expand Energy Corp (EXE) position steady in Q3 2026 at 46 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Asset Planning Inc first reported a position in EXE in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.01K in Q1 2026. 262 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Asset Planning Inc held 46 shares of Expand Energy Corp worth $3.84K as of Q3 2026.
  • Asset Planning Inc left its Expand Energy Corp share count unchanged in Q3 2026.
  • Expand Energy Corp made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #278 holding.
  • Asset Planning Inc first reported a position in Expand Energy Corp in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Expand Energy Corp position peaked at $5.01K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.