HIA
EXE

Harbor Investment Advisory’s Expand Energy Corp EXE Stock Holding History

Harbor Investment Advisory’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 		$33.1K Buy
+363
New +$34.5K ﹤0.01% 832
2024
Q3 		– Sell
-2
Closed -$164 – 1319
2024
Q2 		$164 Buy
+2
New +$177 ﹤0.01% 1212
2022
Q3 		– Sell
-349
Closed -$28K – 1416
2022
Q2 		$28K Sell
349
-292
-46% -$26.4K ﹤0.01% 833
2022
Q1 		$56K Buy
+641
New +$47K 0.01% 720

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Harbor Investment Advisory's EXE Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Expand Energy Corp (EXE) in Q2 2026: 363 shares worth $33.1K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in EXE as recently as Q2 2024.

Harbor Investment Advisory first reported a position in EXE in Q1 2022 and has held it in 4 quarters since. The position peaked at $56K in Q1 2022. 84 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Harbor Investment Advisory held 363 shares of Expand Energy Corp worth $33.1K as of Q2 2026.
  • Expand Energy Corp was a new Harbor Investment Advisory position in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #832 holding.
  • Harbor Investment Advisory first reported a position in Expand Energy Corp in Q1 2022 and has held it in 4 quarters since.
  • Harbor Investment Advisory's Expand Energy Corp position peaked at $56K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.