ESB
EXE

Essex Savings Bank’s Expand Energy Corp EXE Stock Holding History

Essex Savings Bank’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 		– Sell
-2,111
Closed -$232K – 333
2026
Q1 		$232K Sell
2,111
-125
-6% -$13.3K 0.05% 277
2025
Q4 		$247K Sell
2,236
-126
-5% -$14K 0.05% 266
2025
Q3 		$251K Sell
2,362
-58
-2% -$5.82K 0.06% 262
2025
Q2 		$283K Buy
2,420
+121
+5% +$13.5K 0.07% 225
2025
Q1 		$256K Buy
2,299
+29
+1% +$3.02K 0.06% 239
2024
Q4 		$226K Buy
+2,270
New +$210K 0.06% 264

Other funds holding EXE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Essex Savings Bank's EXE Position: Q2 2026 in Review

Essex Savings Bank sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,111 shares — an estimated $232K sold.

Essex Savings Bank first reported a position in EXE in Q4 2024 and held it in 6 quarters. The position peaked at $283K in Q2 2025. 318 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Essex Savings Bank reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Essex Savings Bank sold 2,111 Expand Energy Corp shares in Q2 2026, an estimated $232K.
  • Essex Savings Bank first reported a position in Expand Energy Corp in Q4 2024 and held it in 6 quarters.
  • Essex Savings Bank's Expand Energy Corp position peaked at $283K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.