Salomon & Ludwin
EXE icon

Salomon & Ludwin’s Expand Energy Corp EXE Stock Holding History

Salomon & Ludwin’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 		$12.4K Buy
147
+71
+93% +$6.55K ﹤0.01% 1235
2026
Q2 		$6.81K Sell
76
-7
-8% -$665 ﹤0.01% 1733
2026
Q1 		$8.62K Hold
83
– – ﹤0.01% 1578
2025
Q4 		$8.87K Hold
83
– – ﹤0.01% 1511
2025
Q3 		$8.92K Buy
+83
New +$8.33K ﹤0.01% 1398

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
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 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

Salomon & Ludwin's EXE Position: Q3 2026 in Review

Salomon & Ludwin increased its Expand Energy Corp (EXE) stake by 93% in Q3 2026, buying an estimated $6.55K and bringing the position to 147 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Salomon & Ludwin first reported a position in EXE in Q3 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Salomon & Ludwin held 147 shares of Expand Energy Corp worth $12.4K as of Q3 2026.
  • Salomon & Ludwin bought 71 Expand Energy Corp shares in Q3 2026, an estimated $6.55K.
  • Expand Energy Corp made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1235 holding.
  • Salomon & Ludwin first reported a position in Expand Energy Corp in Q3 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.