Orca Wealth Management
EXE icon

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
Q3 		$1.84M Sell
21,846
-48
-0.2% -$4.43K 1.09% 29
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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Orca Wealth Management reduced its Expand Energy Corp (EXE) stake by 0.22% in Q3 2026, selling an estimated $4.43K and leaving 21,846 shares worth $1.84M. The position accounts for 1.09% of the portfolio, ranked #29.

Orca Wealth Management first reported a position in EXE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q2 2025. 262 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Orca Wealth Management held 21,846 shares of Expand Energy Corp worth $1.84M as of Q3 2026.
  • Orca Wealth Management sold 48 Expand Energy Corp shares in Q3 2026, an estimated $4.43K.
  • Expand Energy Corp made up 1.09% of Orca Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Orca Wealth Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 8 quarters since.
  • Orca Wealth Management's Expand Energy Corp position peaked at $2.22M in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.