IF
EXE

IRON Financial’s Expand Energy Corp EXE Stock Holding History

IRON Financial’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 		$817K Buy
8,958
+651
+8% +$61.8K 0.34% 57
2026
Q1 		$912K Sell
8,307
-284
-3% -$30.3K 0.4% 47
2025
Q4 		$948K Sell
8,591
-48
-0.6% -$5.32K 0.44% 40
2025
Q3 		$918K Buy
+8,639
New +$867K 0.44% 40

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IRON Financial's EXE Position: Q2 2026 in Review

IRON Financial increased its Expand Energy Corp (EXE) stake by 7.8% in Q2 2026, buying an estimated $61.8K and bringing the position to 8,958 shares worth $817K. The position accounts for 0.34% of the portfolio, ranked #57.

IRON Financial first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $948K in Q4 2025. 279 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • IRON Financial held 8,958 shares of Expand Energy Corp worth $817K as of Q2 2026.
  • IRON Financial bought 651 Expand Energy Corp shares in Q2 2026, an estimated $61.8K.
  • Expand Energy Corp made up 0.34% of IRON Financial's portfolio in Q2 2026, its #57 holding.
  • IRON Financial first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • IRON Financial's Expand Energy Corp position peaked at $948K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.