MFG Wealth Management
EXE icon

MFG Wealth Management’s Expand Energy Corp EXE Stock Holding History

MFG Wealth Management’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 		– Sell
-21,956
Closed -$2M – 69
2026
Q2 		$2M Sell
21,956
-165
-0.7% -$15.7K 1.43% 31
2026
Q1 		$2.43M Buy
22,121
+1,148
+5% +$123K 2.01% 17
2025
Q4 		$2.31M Buy
20,973
+4,051
+24% +$449K 1.8% 25
2025
Q3 		$1.8M Sell
16,922
-1,150
-6% -$115K 1.36% 38
2025
Q2 		$2.11M Sell
18,072
-97
-0.5% -$10.8K 1.78% 30
2025
Q1 		$2.02M Buy
18,169
+2,813
+18% +$293K 1.93% 24
2024
Q4 		$1.53M Buy
+15,356
New +$1.42M 1.4% 37

Other funds holding EXE

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

MFG Wealth Management's EXE Position: Q3 2026 in Review

MFG Wealth Management sold out of Expand Energy Corp (EXE) in Q3 2026, closing a stake of 21,956 shares — an estimated $2M sold.

MFG Wealth Management first reported a position in EXE in Q4 2024 and held it in 7 quarters. The position peaked at $2.43M in Q1 2026. 127 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • MFG Wealth Management reported no remaining Expand Energy Corp position as of Q3 2026 after selling out during the quarter.
  • MFG Wealth Management sold 21,956 Expand Energy Corp shares in Q3 2026, an estimated $2M.
  • MFG Wealth Management first reported a position in Expand Energy Corp in Q4 2024 and held it in 7 quarters.
  • MFG Wealth Management's Expand Energy Corp position peaked at $2.43M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.