Merit Financial Group
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Merit Financial Group’s Expand Energy Corp EXE Stock Holding History

Merit Financial Group’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 		$2.75M Sell
32,677
-3,853
-11% -$355K 0.02% 665
2026
Q2 		$3.33M Buy
36,530
+10,217
+39% +$970K 0.02% 551
2026
Q1 		$2.89M Buy
26,313
+4,136
+19% +$442K 0.02% 548
2025
Q4 		$2.45M Buy
22,177
+6,329
+40% +$702K 0.02% 565
2025
Q3 		$1.68M Sell
15,848
-1,284
-7% -$129K 0.02% 643
2025
Q2 		$2M Sell
17,132
-175
-1% -$19.5K 0.02% 521
2025
Q1 		$1.93M Sell
17,307
-413
-2% -$43K 0.03% 428
2024
Q4 		$1.76M Buy
+17,720
New +$1.64M 0.03% 381
2024
Q3 		– Sell
-7,385
Closed -$607K – 978
2024
Q2 		$607K Buy
+7,385
New +$652K 0.01% 538

Other funds holding EXE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group's EXE Position: Q3 2026 in Review

Merit Financial Group reduced its Expand Energy Corp (EXE) stake by 11% in Q3 2026, selling an estimated $355K and leaving 32,677 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #665.

Merit Financial Group first reported a position in EXE in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.33M in Q2 2026. 667 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Merit Financial Group held 32,677 shares of Expand Energy Corp worth $2.75M as of Q3 2026.
  • Merit Financial Group sold 3,853 Expand Energy Corp shares in Q3 2026, an estimated $355K.
  • Expand Energy Corp made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #665 holding.
  • Merit Financial Group first reported a position in Expand Energy Corp in Q2 2024 and has held it in 9 quarters since.
  • Merit Financial Group's Expand Energy Corp position peaked at $3.33M in Q2 2026.
  • 667 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.