Spire Wealth Management
EXE icon

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

Spire 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 		$590 Sell
7
-19
-73% -$1.75K ﹤0.01% 2172
2026
Q2 		$2.37K Sell
26
-10
-28% -$950 ﹤0.01% 1974
2026
Q1 		$3.95K Sell
36
-92
-72% -$9.8K ﹤0.01% 1894
2025
Q4 		$14.1K Buy
128
+29
+29% +$3.22K ﹤0.01% 1607
2025
Q3 		$10.5K Buy
99
+52
+111% +$5.22K ﹤0.01% 1732
2025
Q2 		$5.5K Buy
47
+18
+62% +$2.01K ﹤0.01% 1915
2025
Q1 		$3.23K Buy
29
+1
+4% +$104 ﹤0.01% 2177
2024
Q4 		$2.79K Sell
28
-197
-88% -$18.2K ﹤0.01% 2182
2024
Q3 		$18.5K Hold
225
– – ﹤0.01% 1461
2024
Q2 		$18.5K Hold
225
– – ﹤0.01% 1463
2024
Q1 		$20K Sell
225
-109
-33% -$8.75K ﹤0.01% 1513
2023
Q4 		$25.4K Buy
334
+89
+36% +$7.31K ﹤0.01% 1454
2023
Q3 		$21.1K Buy
245
+2
+0.8% +$170 ﹤0.01% 1481
2023
Q2 		$20.3K Buy
243
+41
+20% +$3.27K ﹤0.01% 1585
2023
Q1 		$15.3K Buy
202
+93
+85% +$7.66K ﹤0.01% 1715
2022
Q4 		$10K Sell
109
-35
-24% -$3.47K ﹤0.01% 1633
2022
Q3 		$14K Sell
144
-1,331
-90% -$125K ﹤0.01% 1473
2022
Q2 		$120K Buy
1,475
+1,243
+536% +$112K ﹤0.01% 971
2022
Q1 		$20K Sell
232
-766
-77% -$56.2K ﹤0.01% 1822
2021
Q4 		$64K Buy
+998
New +$63.3K ﹤0.01% 1604

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

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

Spire Wealth Management reduced its Expand Energy Corp (EXE) stake by 73% in Q3 2026, selling an estimated $1.75K and leaving 7 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Spire Wealth Management first reported a position in EXE in Q4 2021 and has held it in 20 quarters since. The position peaked at $120K in Q2 2022. 377 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Spire Wealth Management held 7 shares of Expand Energy Corp worth $590 as of Q3 2026.
  • Spire Wealth Management sold 19 Expand Energy Corp shares in Q3 2026, an estimated $1.75K.
  • Expand Energy Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2172 holding.
  • Spire Wealth Management first reported a position in Expand Energy Corp in Q4 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Expand Energy Corp position peaked at $120K in Q2 2022.
  • 377 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.