Colonial Trust Advisors’s Expand Energy Corp EXE Stock Holding History

Colonial Trust Advisors’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	$9.5K	Hold	113	–	–	﹤0.01%	575
2026 Q2	$10.3K	Hold	113	–	–	﹤0.01%	573
2026 Q1	$12.4K	Hold	113	–	–	﹤0.01%	500
2025 Q4	$12.5K	Hold	113	–	–	﹤0.01%	485
2025 Q3	$12K	Hold	113	–	–	﹤0.01%	477
2025 Q2	$13.2K	Hold	113	–	–	﹤0.01%	479
2025 Q1	$12.6K	Hold	113	–	–	﹤0.01%	477
2024 Q4	$11.2K	Buy	113 +58	+105%	+$5.35K	﹤0.01%	475
2024 Q3	$4.52K	Hold	55	–	–	﹤0.01%	632
2024 Q2	$4.52K	Buy	+55	New	+$4.86K	﹤0.01%	621
2024 Q1	–	Sell	-15	Closed	-$1.15K	–	1090
2023 Q4	$1.15K	Buy	+15	New	+$1.23K	﹤0.01%	762

Other funds holding EXE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Colonial Trust Advisors's EXE Position: Q3 2026 in Review

Colonial Trust Advisors held its Expand Energy Corp (EXE) position steady in Q3 2026 at 113 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Colonial Trust Advisors first reported a position in EXE in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2K in Q2 2025. 468 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Colonial Trust Advisors held 113 shares of Expand Energy Corp worth $9.5K as of Q3 2026.
Colonial Trust Advisors left its Expand Energy Corp share count unchanged in Q3 2026.
Expand Energy Corp made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #575 holding.
Colonial Trust Advisors first reported a position in Expand Energy Corp in Q4 2023 and has held it in 11 quarters since.
Colonial Trust Advisors's Expand Energy Corp position peaked at $13.2K in Q2 2025.
468 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.