Trek Financial
EXE icon

Trek Financial’s Expand Energy Corp EXE Stock Holding History

Trek Financial’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 		$9.9M Buy
+117,193
New +$10.8M 0.46% 62

Other funds holding EXE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Trek Financial's EXE Position: Q3 2026 in Review

Trek Financial opened a new position in Expand Energy Corp (EXE) in Q3 2026: 117,193 shares worth $9.9M. The stake represents 0.46% of the portfolio and ranks #62 among its holdings.

667 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Trek Financial held 117,193 shares of Expand Energy Corp worth $9.9M as of Q3 2026.
  • Expand Energy Corp was a new Trek Financial position in Q3 2026.
  • Expand Energy Corp made up 0.46% of Trek Financial's portfolio in Q3 2026, its #62 holding.
  • 667 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Trek Financial's 13F filing for Q3 2026, filed 29 Oct 2026.