EI
EXE

Ethic Inc’s Expand Energy Corp EXE Stock Holding History

Ethic Inc’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 		$840K Buy
9,207
+4,845
+111% +$460K 0.01% 768
2026
Q1 		$479K Sell
4,362
-1,210
-22% -$129K 0.01% 886
2025
Q4 		$615K Buy
5,572
+1,495
+37% +$166K 0.01% 791
2025
Q3 		$433K Buy
+4,077
New +$409K 0.01% 878

Other funds holding EXE

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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCP
TMB Capital Partners Little Rock, Arkansas $321M AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Ethic Inc's EXE Position: Q2 2026 in Review

Ethic Inc increased its Expand Energy Corp (EXE) stake by 111% in Q2 2026, buying an estimated $460K and bringing the position to 9,207 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #768.

Ethic Inc first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Ethic Inc held 9,207 shares of Expand Energy Corp worth $840K as of Q2 2026.
  • Ethic Inc bought 4,845 Expand Energy Corp shares in Q2 2026, an estimated $460K.
  • Expand Energy Corp made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #768 holding.
  • Ethic Inc first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • 248 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.