DA
EXE

Doliver Advisors’s Expand Energy Corp EXE Stock Holding History

Doliver 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
Q2 		$858K Sell
9,408
-142
-1% -$13.5K 0.19% 86
2026
Q1 		$1.05M Sell
9,550
-239
-2% -$25.5K 0.24% 67
2025
Q4 		$1.08M Sell
9,789
-262
-3% -$29.1K 0.27% 67
2025
Q3 		$1.07M Buy
10,051
+6,156
+158% +$618K 0.28% 68
2025
Q2 		$455K Sell
3,895
-113
-3% -$12.6K 0.12% 111
2025
Q1 		$446K Sell
4,008
-5
-0.1% -$520 0.13% 111
2024
Q4 		$399K Buy
+4,013
New +$370K 0.11% 114

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Doliver Advisors's EXE Position: Q2 2026 in Review

Doliver Advisors reduced its Expand Energy Corp (EXE) stake by 1.5% in Q2 2026, selling an estimated $13.5K and leaving 9,408 shares worth $858K. The position accounts for 0.19% of the portfolio, ranked #86.

Doliver Advisors first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 156 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Doliver Advisors held 9,408 shares of Expand Energy Corp worth $858K as of Q2 2026.
  • Doliver Advisors sold 142 Expand Energy Corp shares in Q2 2026, an estimated $13.5K.
  • Expand Energy Corp made up 0.19% of Doliver Advisors's portfolio in Q2 2026, its #86 holding.
  • Doliver Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Doliver Advisors's Expand Energy Corp position peaked at $1.08M in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.