MIM
EXE

Montgomery Investment Management’s Expand Energy Corp EXE Stock Holding History

Montgomery Investment 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
Q2 		$309K Hold
3,390
– – 0.09% 96
2026
Q1 		$372K Buy
3,390
+450
+15% +$48K 0.13% 87
2025
Q4 		$324K Hold
2,940
– – 0.12% 85
2025
Q3 		$312K Buy
2,940
+200
+7% +$20.1K 0.11% 87
2025
Q2 		$320K Hold
2,740
– – 0.12% 79
2025
Q1 		$305K Buy
+2,740
New +$285K 0.12% 79

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Montgomery Investment Management's EXE Position: Q2 2026 in Review

Montgomery Investment Management held its Expand Energy Corp (EXE) position steady in Q2 2026 at 3,390 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #96.

Montgomery Investment Management first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $372K in Q1 2026. 95 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Montgomery Investment Management held 3,390 shares of Expand Energy Corp worth $309K as of Q2 2026.
  • Montgomery Investment Management left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up 0.09% of Montgomery Investment Management's portfolio in Q2 2026, its #96 holding.
  • Montgomery Investment Management first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
  • Montgomery Investment Management's Expand Energy Corp position peaked at $372K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.