OLA
EXE

Oliver Luxxe Assets’s Expand Energy Corp EXE Stock Holding History

Oliver Luxxe Assets’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 		– Sell
-3,255
Closed -$357K – 216
2026
Q1 		$357K Sell
3,255
-51
-2% -$5.45K 0.05% 174
2025
Q4 		$365K Buy
+3,306
New +$367K 0.06% 169

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

Oliver Luxxe Assets's EXE Position: Q2 2026 in Review

Oliver Luxxe Assets sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 3,255 shares — an estimated $357K sold.

Oliver Luxxe Assets first reported a position in EXE in Q4 2025 and held it in 2 quarters. The position peaked at $365K in Q4 2025. 95 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Oliver Luxxe Assets reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Oliver Luxxe Assets sold 3,255 Expand Energy Corp shares in Q2 2026, an estimated $357K.
  • Oliver Luxxe Assets first reported a position in Expand Energy Corp in Q4 2025 and held it in 2 quarters.
  • Oliver Luxxe Assets's Expand Energy Corp position peaked at $365K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.