Key Financial Inc
EXE icon

Key Financial Inc’s Expand Energy Corp EXE Stock Holding History

Key Financial Inc’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 		$30.9K Hold
368
– – 0.01% 623
2026
Q2 		$33.6K Hold
368
– – 0.01% 617
2026
Q1 		$40.4K Hold
368
– – 0.01% 572
2025
Q4 		$40.6K Hold
368
– – 0.01% 572
2025
Q3 		$40.2K Hold
368
– – 0.01% 565
2025
Q2 		$43K Hold
368
– – 0.01% 531
2025
Q1 		$41K Buy
368
+13
+4% +$1.35K 0.01% 511
2024
Q4 		$35.3K Buy
+355
New +$32.8K 0.01% 535

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Sumitomo Mitsui Trust Group
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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

Key Financial Inc's EXE Position: Q3 2026 in Review

Key Financial Inc held its Expand Energy Corp (EXE) position steady in Q3 2026 at 368 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #623.

Key Financial Inc first reported a position in EXE in Q4 2024 and has held it in 8 quarters since. The position peaked at $43K in Q2 2025. 278 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Key Financial Inc held 368 shares of Expand Energy Corp worth $30.9K as of Q3 2026.
  • Key Financial Inc left its Expand Energy Corp share count unchanged in Q3 2026.
  • Expand Energy Corp made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #623 holding.
  • Key Financial Inc first reported a position in Expand Energy Corp in Q4 2024 and has held it in 8 quarters since.
  • Key Financial Inc's Expand Energy Corp position peaked at $43K in Q2 2025.
  • 278 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.