TFC Financial Management’s Expand Energy Corp EXE Stock Holding History

TFC Financial 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	$421	Hold	5	–	–	﹤0.01%	776
2026 Q2	$456	Sell	5 -6	-55%	-$570	﹤0.01%	766
2026 Q1	$1.21K	Sell	11 -9	-45%	-$961	﹤0.01%	594
2025 Q4	$2.21K	Hold	20	–	–	﹤0.01%	525
2025 Q3	$2.12K	Buy	20 +15	+300%	+$1.5K	﹤0.01%	550
2025 Q2	$585	Hold	5	–	–	﹤0.01%	652
2025 Q1	$557	Sell	5 -78	-94%	-$8.12K	﹤0.01%	626
2024 Q4	$8.26K	Buy	83 +82	+8,200%	+$7.57K	﹤0.01%	369
2024 Q3	$83	Buy	+1	New	+$76	﹤0.01%	879
2023 Q4	–	Sell	-4	Closed	-$345	–	740
2023 Q3	$345	Hold	4	–	–	﹤0.01%	652
2023 Q2	$335	Buy	+4	New	+$319	﹤0.01%	633

Other funds holding EXE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

TFC Financial Management's EXE Position: Q3 2026 in Review

TFC Financial Management held its Expand Energy Corp (EXE) position steady in Q3 2026 at 5 shares worth $421. The position accounts for ﹤0.01% of the portfolio, ranked #776.

TFC Financial Management first reported a position in EXE in Q2 2023 and has held it in 11 quarters since. The position peaked at $8.26K in Q4 2024. 557 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

TFC Financial Management held 5 shares of Expand Energy Corp worth $421 as of Q3 2026.
TFC Financial Management left its Expand Energy Corp share count unchanged in Q3 2026.
Expand Energy Corp made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #776 holding.
TFC Financial Management first reported a position in Expand Energy Corp in Q2 2023 and has held it in 11 quarters since.
TFC Financial Management's Expand Energy Corp position peaked at $8.26K in Q4 2024.
557 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.