Root Financial Partners’s Expand Energy Corp EXE Stock Holding History

Root Financial Partners’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	$52.4K	Buy	+623	New	+$57.5K	﹤0.01%	1061
2026 Q2	–	Sell	-1,360	Closed	-$149K	–	3364
2026 Q1	$149K	Buy	1,360 +799	+142%	+$85.3K	0.01%	420
2025 Q4	$61.9K	Buy	561 +115	+26%	+$12.8K	﹤0.01%	636
2025 Q3	$47.4K	Buy	+446	New	+$44.8K	﹤0.01%	687

Other funds holding EXE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Root Financial Partners's EXE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Expand Energy Corp (EXE) in Q3 2026: 623 shares worth $52.4K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXE as recently as Q1 2026.

Root Financial Partners first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $149K in Q1 2026. 377 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Root Financial Partners held 623 shares of Expand Energy Corp worth $52.4K as of Q3 2026.
Expand Energy Corp was a new Root Financial Partners position in Q3 2026.
Expand Energy Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1061 holding.
Root Financial Partners first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Expand Energy Corp position peaked at $149K in Q1 2026.
377 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.