Olistico Wealth’s Expand Energy Corp EXE Stock Holding History

Olistico Wealth’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	$2.02K	Hold	24	–	–	﹤0.01%	333
2026 Q2	$2.19K	Hold	24	–	–	﹤0.01%	313
2026 Q1	$2.64K	Hold	24	–	–	﹤0.01%	315
2025 Q4	$2.65K	Buy	+24	New	+$2.66K	﹤0.01%	309
2025 Q3	–	Sell	-38	Closed	-$4.44K	–	362
2025 Q2	$4.44K	Buy	38 +9	+31%	+$1K	﹤0.01%	301
2025 Q1	$3.23K	Buy	29 +5	+21%	+$520	﹤0.01%	287
2024 Q4	$2.39K	Hold	24	–	–	﹤0.01%	284
2024 Q3	$1.97K	Hold	24	–	–	﹤0.01%	292
2024 Q2	$1.97K	Buy	+24	New	+$2.12K	﹤0.01%	286

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

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

Olistico Wealth's EXE Position: Q3 2026 in Review

Olistico Wealth held its Expand Energy Corp (EXE) position steady in Q3 2026 at 24 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Olistico Wealth first reported a position in EXE in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.44K in Q2 2025. 147 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Olistico Wealth held 24 shares of Expand Energy Corp worth $2.02K as of Q3 2026.
Olistico Wealth left its Expand Energy Corp share count unchanged in Q3 2026.
Expand Energy Corp made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #333 holding.
Olistico Wealth first reported a position in Expand Energy Corp in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Expand Energy Corp position peaked at $4.44K in Q2 2025.
147 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.