Steward Partners Investment Advisory, LLC
Position in EXE — EXPAND ENERGY Corp
CIK 1723397
STAMFORD, CT
Position in EXE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,530,305
+$1,210,428 QoQ
Shares Held
32,158
+53.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $110,428,493 across 39 Oil & Gas E&P names. EXE ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APA |
APA Corp
|
516,366 | $21,914,573 | |
| 2 | COP |
Conocophillips
|
152,953 | $20,189,796 | |
| 3 | EOG |
Eog Resources Inc
|
130,906 | $18,925,080 | |
| 4 | SM |
SM Energy Co
|
457,333 | $14,259,642 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
56,622 | $11,199,265 | |
| 6 | DVN |
Devon Energy Corp/De
|
121,980 | $6,138,033 | |
| 7 | EXE |
EXPAND ENERGY Corp
This page
|
32,158 | $3,530,305 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
49,031 | $3,187,015 |
All Filings in EXE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,530,305 | 32,158 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,319,877 | 21,021 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,140,736 | 20,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,209,815 | 18,897 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,697,296 | 15,247 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,349,201 | 13,553 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,805 | 180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,219 | 100 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,883 | 100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,309 | 108 | Shares | Sole | 2024-02-12 | |
| 2022-06-30 | $324 | 4 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||