Donoghue Forlines’s Expand Energy Corp EXE Stock Holding History

Donoghue Forlines’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	$1.62M	Sell	19,304 -237	-1%	-$21.9K	0.41%	99
2026 Q2	$1.78M	Buy	19,541 +4,206	+27%	+$399K	0.46%	76
2026 Q1	$1.68M	Sell	15,335 -4,306	-22%	-$460K	0.47%	73
2025 Q4	$2.17M	Buy	+19,641	New	+$2.18M	0.67%	51
2025 Q3	–	Sell	-24,079	Closed	-$2.82M	–	141
2025 Q2	$2.82M	Buy	+24,079	New	+$2.69M	0.8%	34
2022 Q4	–	Sell	-2,964	Closed	-$279K	–	273
2022 Q3	$279K	Sell	2,964 -4,869	-62%	-$457K	0.1%	179
2022 Q2	$635K	Buy	+7,833	New	+$708K	0.17%	162

Other funds holding EXE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Donoghue Forlines's EXE Position: Q3 2026 in Review

Donoghue Forlines reduced its Expand Energy Corp (EXE) stake by 1.2% in Q3 2026, selling an estimated $21.9K and leaving 19,304 shares worth $1.62M. The position accounts for 0.41% of the portfolio, ranked #99.

Donoghue Forlines first reported a position in EXE in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.82M in Q2 2025. 377 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Donoghue Forlines held 19,304 shares of Expand Energy Corp worth $1.62M as of Q3 2026.
Donoghue Forlines sold 237 Expand Energy Corp shares in Q3 2026, an estimated $21.9K.
Expand Energy Corp made up 0.41% of Donoghue Forlines's portfolio in Q3 2026, its #99 holding.
Donoghue Forlines first reported a position in Expand Energy Corp in Q2 2022 and has held it in 7 quarters since.
Donoghue Forlines's Expand Energy Corp position peaked at $2.82M in Q2 2025.
377 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.