Guardian Partners
EXE icon

Guardian Partners’s Expand Energy Corp EXE Stock Holding History

Guardian 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 		– Sell
-250
Closed -$22.8K – 441
2026
Q2 		$22.8K Buy
+250
New +$23.7K ﹤0.01% 312
2026
Q1 		– Sell
-15,450
Closed -$1.68M – 217
2025
Q4 		$1.68M Buy
15,450
+2,600
+20% +$288K 0.13% 102
2025
Q3 		$1.4M Buy
+12,850
New +$1.29M 0.12% 103

Other funds holding EXE

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 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
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Guardian Partners's EXE Position: Q3 2026 in Review

Guardian Partners sold out of Expand Energy Corp (EXE) in Q3 2026, closing a stake of 250 shares — an estimated $22.8K sold.

Guardian Partners first reported a position in EXE in Q3 2025 and held it in 3 quarters. The position peaked at $1.68M in Q4 2025. 278 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Guardian Partners reported no remaining Expand Energy Corp position as of Q3 2026 after selling out during the quarter.
  • Guardian Partners sold 250 Expand Energy Corp shares in Q3 2026, an estimated $22.8K.
  • Guardian Partners first reported a position in Expand Energy Corp in Q3 2025 and held it in 3 quarters.
  • Guardian Partners's Expand Energy Corp position peaked at $1.68M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.