Back to EXE
Creative Planning EXE Position History
Expand Energy Corporation • Energy
Quarters held
13
Latest value
$643K
Q3 2026
Peak value
$10.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q3 2025 | $4.7M |
| Q3 2025 | $25K |
| Q4 2025 | $5.7M |
| Q4 2025 | $3.4M |
| Q1 2026 | $9.1M |
| Q1 2026 | $2.6M |
| Q2 2026 | $54K |
| Q2 2026 | $10.5M |
| Q2 2026 | $823K |
| Q3 2026 | $24K |
| Q3 2026 | $8.6M |
| Q3 2026 | $643K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $643K | 109.3K | — | — |
| Q3 2026 | $8.6M | 102.1K | — | — |
| Q3 2026 | $24K | 290 | — | — |
| Q2 2026 | $823K | 110.2K | — | — |
| Q2 2026 | $10.5M | 114.9K | — | — |
| Q2 2026 | $54K | 593 | — | — |
| Q1 2026 | $2.6M | 424.1K | — | — |
| Q1 2026 | $9.1M | 83.2K | — | — |
| Q4 2025 | $3.4M | 530.8K | — | — |
| Q4 2025 | $5.7M | 51.6K | — | — |
| Q3 2025 | $25K | 233 | — | — |
| Q3 2025 | $4.7M | 43.8K | — | — |
| Q3 2025 | $3.4M | 530.7K | — | — |
Other funds holding EXE
$3.1B
$2.9B
$2.8B
$2.7B
$1.6B
$1.5B
$1.4B
$1.4B