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 Q3	$807K	Buy	9,602 +194	+2%	+$17.9K	0.18%	85
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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Doliver Advisors's EXE Position: Q3 2026 in Review

Doliver Advisors increased its Expand Energy Corp (EXE) stake by 2.1% in Q3 2026, buying an estimated $17.9K and bringing the position to 9,602 shares worth $807K. The position accounts for 0.18% of the portfolio, ranked #85.

Doliver Advisors first reported a position in EXE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 166 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Doliver Advisors held 9,602 shares of Expand Energy Corp worth $807K as of Q3 2026.
Doliver Advisors bought 194 Expand Energy Corp shares in Q3 2026, an estimated $17.9K.
Expand Energy Corp made up 0.18% of Doliver Advisors's portfolio in Q3 2026, its #85 holding.
Doliver Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 8 quarters since.
Doliver Advisors's Expand Energy Corp position peaked at $1.08M in Q4 2025.
166 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.