Meriwether Wealth & Planning’s Expand Energy Corp EXE Stock Holding History

Meriwether Wealth & Planning’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	$103K	Buy	+1,225	New	+$113K	0.05%	181

Other funds holding EXE

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Meriwether Wealth & Planning's EXE Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Expand Energy Corp (EXE) in Q3 2026: 1,225 shares worth $103K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings.

166 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Meriwether Wealth & Planning held 1,225 shares of Expand Energy Corp worth $103K as of Q3 2026.
Expand Energy Corp was a new Meriwether Wealth & Planning position in Q3 2026.
Expand Energy Corp made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #181 holding.
166 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.