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 Q2	$2.19K	Hold	24	–	–	﹤0.01%	313
2026 Q1	$2.63K	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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return