FFA
EXE

Fi3 Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Fi3 Financial 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
Q1 		$247K Buy
+2,251
New +$240K 0.07% 175

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fi3 Financial Advisors's EXE Position: Q1 2026 in Review

Fi3 Financial Advisors opened a new position in Expand Energy Corp (EXE) in Q1 2026: 2,251 shares worth $247K. The stake represents 0.07% of the portfolio and ranks #175 among its holdings.

891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Fi3 Financial Advisors held 2,251 shares of Expand Energy Corp worth $247K as of Q1 2026.
  • Expand Energy Corp was a new Fi3 Financial Advisors position in Q1 2026.
  • Expand Energy Corp made up 0.07% of Fi3 Financial Advisors's portfolio in Q1 2026, its #175 holding.
  • 891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.