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

Ritholtz 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 		$311K Sell
3,701
-710
-16% -$65.5K ﹤0.01% 1092
2026
Q2 		$402K Buy
4,411
+945
+27% +$89.8K 0.01% 935
2026
Q1 		$380K Buy
3,466
+547
+19% +$58.4K 0.01% 888
2025
Q4 		$322K Buy
2,919
+597
+26% +$66.2K 0.01% 859
2025
Q3 		$247K Sell
2,322
-789
-25% -$79.2K ﹤0.01% 911
2025
Q2 		$364K Buy
3,111
+812
+35% +$90.6K 0.01% 735
2025
Q1 		$256K Hold
2,299
– – 0.01% 789
2024
Q4 		$229K Buy
+2,299
New +$212K 0.01% 784

Other funds holding EXE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Ritholtz Wealth Management reduced its Expand Energy Corp (EXE) stake by 16% in Q3 2026, selling an estimated $65.5K and leaving 3,701 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Ritholtz Wealth Management first reported a position in EXE in Q4 2024 and has held it in 8 quarters since. The position peaked at $402K in Q2 2026. 377 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Ritholtz Wealth Management held 3,701 shares of Expand Energy Corp worth $311K as of Q3 2026.
  • Ritholtz Wealth Management sold 710 Expand Energy Corp shares in Q3 2026, an estimated $65.5K.
  • Expand Energy Corp made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1092 holding.
  • Ritholtz Wealth Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 8 quarters since.
  • Ritholtz Wealth Management's Expand Energy Corp position peaked at $402K in Q2 2026.
  • 377 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.