Spirit of America Management Corp’s Expand Energy Corp EXE Stock Holding History

Spirit of America Management Corp’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 Q2	$825K	Hold	9,050	–	–	0.16%	138
2026 Q1	$994K	Hold	9,050	–	–	0.2%	128
2025 Q4	$999K	Hold	9,050	–	–	0.21%	124
2025 Q3	$961K	Hold	9,050	–	–	0.19%	132
2025 Q2	$1.06M	Hold	9,050	–	–	0.22%	121
2025 Q1	$1.01M	Hold	9,050	–	–	0.2%	116
2024 Q4	$901K	Buy	9,050 +1,300	+17%	+$120K	0.18%	123
2024 Q3	$637K	Hold	7,750	–	–	0.13%	149
2024 Q2	$637K	Hold	7,750	–	–	0.13%	136
2024 Q1	$688K	Hold	7,750	–	–	0.14%	129
2023 Q4	$596K	Buy	7,750 +3,750	+94%	+$308K	0.13%	135
2023 Q3	$345K	Hold	4,000	–	–	0.08%	173
2023 Q2	$335K	Hold	4,000	–	–	0.08%	171
2023 Q1	$304K	Buy	+4,000	New	+$329K	0.07%	165

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Spirit of America Management Corp's EXE Position: Q2 2026 in Review

Spirit of America Management Corp held its Expand Energy Corp (EXE) position steady in Q2 2026 at 9,050 shares worth $825K. The position accounts for 0.16% of the portfolio, ranked #138.

Spirit of America Management Corp first reported a position in EXE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2025. 445 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Spirit of America Management Corp held 9,050 shares of Expand Energy Corp worth $825K as of Q2 2026.
Spirit of America Management Corp left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up 0.16% of Spirit of America Management Corp's portfolio in Q2 2026, its #138 holding.
Spirit of America Management Corp first reported a position in Expand Energy Corp in Q1 2023 and has held it in 14 quarters since.
Spirit of America Management Corp's Expand Energy Corp position peaked at $1.06M in Q2 2025.
445 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.