Highline Wealth Partners
EXE icon

Highline Wealth Partners’s Expand Energy Corp EXE Stock Holding History

Highline Wealth 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 		$12.5K Buy
149
+43
+41% +$3.97K ﹤0.01% 601
2026
Q2 		$9.7K Buy
106
+72
+212% +$6.84K ﹤0.01% 617
2026
Q1 		$3.73K Buy
34
+30
+750% +$3.2K ﹤0.01% 824
2025
Q4 		$441 Buy
+4
New +$444 ﹤0.01% 994
2025
Q3 		– Sell
-3
Closed -$351 – 1140
2025
Q2 		$351 Buy
+3
New +$335 ﹤0.01% 829

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
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
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Highline Wealth Partners's EXE Position: Q3 2026 in Review

Highline Wealth Partners increased its Expand Energy Corp (EXE) stake by 41% in Q3 2026, buying an estimated $3.97K and bringing the position to 149 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Highline Wealth Partners first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Highline Wealth Partners held 149 shares of Expand Energy Corp worth $12.5K as of Q3 2026.
  • Highline Wealth Partners bought 43 Expand Energy Corp shares in Q3 2026, an estimated $3.97K.
  • Expand Energy Corp made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #601 holding.
  • Highline Wealth Partners first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
  • 262 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.