Elevation Wealth Partners
EXE icon

Elevation Wealth Partners’s Expand Energy Corp EXE Stock Holding History

Elevation Wealth Partners’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 		$8.07K Buy
96
+30
+45% +$2.77K ﹤0.01% 969
2026
Q2 		$6.02K Buy
66
+29
+78% +$2.75K ﹤0.01% 969
2026
Q1 		$4.06K Sell
37
-18
-33% -$1.92K ﹤0.01% 765
2025
Q4 		$6.07K Buy
55
+40
+267% +$4.44K ﹤0.01% 588
2025
Q3 		$1.59K Buy
+15
New +$1.5K ﹤0.01% 685

Other funds holding EXE

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Elevation Wealth Partners's EXE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Expand Energy Corp (EXE) stake by 45% in Q3 2026, buying an estimated $2.77K and bringing the position to 96 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Elevation Wealth Partners first reported a position in EXE in Q3 2025 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Elevation Wealth Partners held 96 shares of Expand Energy Corp worth $8.07K as of Q3 2026.
  • Elevation Wealth Partners bought 30 Expand Energy Corp shares in Q3 2026, an estimated $2.77K.
  • Expand Energy Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #969 holding.
  • Elevation Wealth Partners first reported a position in Expand Energy Corp in Q3 2025 and has held it in 5 quarters since.
  • 206 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.