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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$495K Buy
+5,431
New +$516K 0.02% 727
2026
Q1
Sell
-7,818
Closed -$863K 1205
2025
Q4
$863K Buy
+7,818
New +$867K 0.03% 486
2025
Q3
Sell
-2,316
Closed -$271K 1058
2025
Q2
$271K Sell
2,316
-104
-4% -$11.6K 0.01% 787
2025
Q1
$269K Buy
+2,420
New +$252K 0.01% 759
2023
Q2
Sell
-347
Closed -$26.4K 3489
2023
Q1
$26.4K Buy
347
+287
+478% +$23.6K ﹤0.01% 2142
2022
Q4
$5.65K Buy
+60
New +$5.94K ﹤0.01% 2882

Other funds holding EXE

Belpointe Asset Management's EXE Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Expand Energy Corp (EXE) in Q2 2026: 5,431 shares worth $495K. The stake represents 0.02% of the portfolio and ranks #727 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in EXE as recently as Q4 2025.

Belpointe Asset Management first reported a position in EXE in Q4 2022 and has held it in 6 quarters since. The position peaked at $863K in Q4 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Belpointe Asset Management held 5,431 shares of Expand Energy Corp worth $495K as of Q2 2026.
  • Expand Energy Corp was a new Belpointe Asset Management position in Q2 2026.
  • Expand Energy Corp made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #727 holding.
  • Belpointe Asset Management first reported a position in Expand Energy Corp in Q4 2022 and has held it in 6 quarters since.
  • Belpointe Asset Management's Expand Energy Corp position peaked at $863K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.