BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in EXE — EXPAND ENERGY Corp

CIK 2010186 CINCINNATI, OH

Position in EXE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$202,988

-$45,883 QoQ

Shares Held

2,226

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#634

of 844 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,566,139 across 14 Oil & Gas E&P names. EXE ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPL	Texas Pacific Land Corp	14,958	$6,546,219
2	COP	Conocophillips	25,924	$2,695,059
3	BSM	Black Stone Minerals, L.P.	32,746	$457,461
4	EQT	EQT Corp	5,923	$314,925
5	EXE	EXPAND ENERGY Corp This page	2,226	$202,988
6	CNQ	CANADIAN NATURAL RESOURCES Ltd	4,300	$169,850
7	DVN	Devon Energy Corp/De	1,818	$75,119
8	EOG	Eog Resources Inc	371	$48,129

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,988	2,226	-1.8%	Shares	Sole	2026-07-24
2026-03-31	$248,871	2,267	-5.3%	Shares	Sole	2026-05-06
2025-12-31	$264,201	2,394	+0.1%	Shares	Sole	2026-01-22
2025-09-30	$254,126	2,392	+3.3%	Shares	Sole	2025-10-09
2025-06-30	$270,716	2,315	+0.1%	Shares	Sole	2025-07-18
2025-03-31	$257,483	2,313	+0.0%	Shares	Sole	2025-04-24
2024-12-31	$230,159	2,312	+54.6%	Shares	Sole	2025-01-17
2024-09-30	$122,963	1,495	0.0%	Shares	Sole	2024-10-17
2024-06-30	$122,874	1,495	-30.5%	Shares	Sole	2024-07-12
2024-03-31	$190,984	2,150	-13.1%	Shares	Sole	2024-05-09
2023-12-31	$190,426	2,475	-23.7%	Shares	Sole	2024-02-14
2023-09-30	$279,816	3,245	-23.6%	Shares	Sole	2024-02-14
2023-06-30	$355,221	4,245	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.