Valley National Advisers’s Expand Energy Corp EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$456 Buy
+5
New +$475 ﹤0.01% 961
2024
Q3
Sell
-20
Closed -$1K 1169
2024
Q2
$1K Buy
+20
New +$1.77K ﹤0.01% 1157
2024
Q1
Sell
-15
Closed -$1K 1302
2023
Q4
$1K Buy
+15
New +$1.23K ﹤0.01% 1175

Other funds holding EXE

Valley National Advisers's EXE Position: Q2 2026 in Review

Valley National Advisers opened a new position in Expand Energy Corp (EXE) in Q2 2026: 5 shares worth $456. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in EXE as recently as Q2 2024.

Valley National Advisers first reported a position in EXE in Q4 2023 and has held it in 3 quarters since. The position peaked at $1K in Q2 2024. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Valley National Advisers held 5 shares of Expand Energy Corp worth $456 as of Q2 2026.
  • Expand Energy Corp was a new Valley National Advisers position in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #961 holding.
  • Valley National Advisers first reported a position in Expand Energy Corp in Q4 2023 and has held it in 3 quarters since.
  • Valley National Advisers's Expand Energy Corp position peaked at $1K in Q2 2024.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.