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

Orca 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 Q2	$2M	Buy	21,894 +1,828	+9%	+$174K	1.2%	26
2026 Q1	$2.2M	Buy	20,066 +422	+2%	+$45.1K	1.57%	24
2025 Q4	$2.11M	Buy	19,644 +615	+3%	+$68.2K	1.51%	25
2025 Q3	$2.02M	Buy	19,029 +51	+0.3%	+$5.12K	1.53%	24
2025 Q2	$2.22M	Buy	18,978 +14	+0.1%	+$1.56K	1.87%	15
2025 Q1	$2.11M	Buy	18,964 +4	+0%	+$416	1.89%	17
2024 Q4	$1.89M	Buy	+18,960	New	+$1.75M	1.7%	18

Other funds holding EXE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Orca Wealth Management's EXE Position: Q2 2026 in Review

Orca Wealth Management increased its Expand Energy Corp (EXE) stake by 9.1% in Q2 2026, buying an estimated $174K and bringing the position to 21,894 shares worth $2M. The position accounts for 1.2% of the portfolio, ranked #26.

Orca Wealth Management first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q2 2025. 279 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Orca Wealth Management held 21,894 shares of Expand Energy Corp worth $2M as of Q2 2026.
Orca Wealth Management bought 1,828 Expand Energy Corp shares in Q2 2026, an estimated $174K.
Expand Energy Corp made up 1.2% of Orca Wealth Management's portfolio in Q2 2026, its #26 holding.
Orca Wealth Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's Expand Energy Corp position peaked at $2.22M in Q2 2025.
279 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.