IRC
EXE

Investors Research Corp’s Expand Energy Corp EXE Stock Holding History

Investors Research Corp’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 		$551K Buy
+6,550
New +$604K 0.1% 160
2025
Q1 		– Sell
-284
Closed -$28.3K – 995
2024
Q4 		$28.3K Buy
+284
New +$26.2K 0.01% 545

Other funds holding EXE

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Investors Research Corp's EXE Position: Q3 2026 in Review

Investors Research Corp opened a new position in Expand Energy Corp (EXE) in Q3 2026: 6,550 shares worth $551K. The stake represents 0.1% of the portfolio and ranks #160 among its holdings. This is a return to the name: Investors Research Corp previously reported a position in EXE as recently as Q4 2024.

Investors Research Corp first reported a position in EXE in Q4 2024 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Investors Research Corp held 6,550 shares of Expand Energy Corp worth $551K as of Q3 2026.
  • Expand Energy Corp was a new Investors Research Corp position in Q3 2026.
  • Expand Energy Corp made up 0.1% of Investors Research Corp's portfolio in Q3 2026, its #160 holding.
  • Investors Research Corp first reported a position in Expand Energy Corp in Q4 2024 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.