James T. Borello RIA
EXE icon

James T. Borello RIA’s Expand Energy Corp EXE Stock Holding History

James T. Borello RIA’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 		$11.9K Buy
142
+55
+63% +$5.07K ﹤0.01% 555
2026
Q2 		$7.93K Sell
87
-9
-9% -$855 ﹤0.01% 650
2026
Q1 		$10.5K Buy
96
+48
+100% +$5.12K ﹤0.01% 551
2025
Q4 		$5.3K Buy
48
+1
+2% +$111 ﹤0.01% 556
2025
Q3 		$4.99K Buy
+47
New +$4.72K ﹤0.01% 463

Other funds holding EXE

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

James T. Borello RIA's EXE Position: Q3 2026 in Review

James T. Borello RIA increased its Expand Energy Corp (EXE) stake by 63% in Q3 2026, buying an estimated $5.07K and bringing the position to 142 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

James T. Borello RIA first reported a position in EXE in Q3 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • James T. Borello RIA held 142 shares of Expand Energy Corp worth $11.9K as of Q3 2026.
  • James T. Borello RIA bought 55 Expand Energy Corp shares in Q3 2026, an estimated $5.07K.
  • Expand Energy Corp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #555 holding.
  • James T. Borello RIA first reported a position in Expand Energy Corp in Q3 2025 and has held it in 5 quarters since.
  • 147 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.