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

Moran 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	$14.3M	Buy	169,544 +1,894	+1%	+$175K	0.39%	84
2026 Q2	$15.3M	Buy	167,650 +137,816	+462%	+$13.1M	0.42%	68
2026 Q1	$3.28M	Buy	29,834 +8,802	+42%	+$940K	0.1%	256
2025 Q4	$2.32M	Buy	21,032 +9,927	+89%	+$1.1M	0.07%	271
2025 Q3	$1.18M	Buy	11,105 +4,814	+77%	+$483K	0.04%	328
2025 Q2	$736K	Sell	6,291 -37	-0.6%	-$4.13K	0.02%	354
2025 Q1	$704K	Sell	6,328 -4,405	-41%	-$458K	0.02%	335
2024 Q4	$1.07M	Buy	+10,733	New	+$991K	0.03%	293
2023 Q4	–	Sell	-10,329	Closed	-$891K	–	462
2023 Q3	$891K	Buy	10,329 +3,717	+56%	+$315K	0.03%	267
2023 Q2	$553K	Buy	+6,612	New	+$528K	0.02%	302

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

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

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

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

Moran Wealth Management increased its Expand Energy Corp (EXE) stake by 1.1% in Q3 2026, buying an estimated $175K and bringing the position to 169,544 shares worth $14.3M. The position accounts for 0.39% of the portfolio, ranked #84.

Moran Wealth Management first reported a position in EXE in Q2 2023 and has held it in 10 quarters since. The position peaked at $15.3M in Q2 2026. 138 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Moran Wealth Management held 169,544 shares of Expand Energy Corp worth $14.3M as of Q3 2026.
Moran Wealth Management bought 1,894 Expand Energy Corp shares in Q3 2026, an estimated $175K.
Expand Energy Corp made up 0.39% of Moran Wealth Management's portfolio in Q3 2026, its #84 holding.
Moran Wealth Management first reported a position in Expand Energy Corp in Q2 2023 and has held it in 10 quarters since.
Moran Wealth Management's Expand Energy Corp position peaked at $15.3M in Q2 2026.
138 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.