M.E. Allison & Co’s Expand Energy Corp EXE Stock Holding History

M.E. Allison & Co’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	$283K	Buy	3,105 +1,242	+67%	+$118K	0.16%	154
2026 Q1	$205K	Hold	1,863	–	–	0.14%	183
2025 Q4	$206K	Buy	+1,863	New	+$207K	0.14%	172
2025 Q3	–	Sell	-1,863	Closed	-$218K	–	190
2025 Q2	$218K	Hold	1,863	–	–	0.18%	157
2025 Q1	$207K	Buy	+1,863	New	+$194K	0.21%	141

Other funds holding EXE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

M.E. Allison & Co's EXE Position: Q2 2026 in Review

M.E. Allison & Co increased its Expand Energy Corp (EXE) stake by 67% in Q2 2026, buying an estimated $118K and bringing the position to 3,105 shares worth $283K. The position accounts for 0.16% of the portfolio, ranked #154.

M.E. Allison & Co first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

M.E. Allison & Co held 3,105 shares of Expand Energy Corp worth $283K as of Q2 2026.
M.E. Allison & Co bought 1,242 Expand Energy Corp shares in Q2 2026, an estimated $118K.
Expand Energy Corp made up 0.16% of M.E. Allison & Co's portfolio in Q2 2026, its #154 holding.
M.E. Allison & Co first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.