SEC 13F Intelligence

Ulland Investment Advisors, LLC / EXE

Ulland Investment Advisors, LLC’s Expand Energy Corporation Position

Does Ulland Investment Advisors, LLC own Expand Energy Corporation (EXE)? Not currently — the last reported position was 21.9K shares worth $2M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2023
Shares
21.9K
% of Portfolio
+1.70%
Quarters Held
7
position exited

Position History EXE

Reported value by quarter
Q2 ’22: $1MQ2 ’22Q3 ’22: $3MQ3 ’22Q4 ’22: $4MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $2MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202321.9K$2M+1.70%
Q3 202333.3K$3M+3.15%
Q2 202334.9K$3M+2.99%
Q1 202336.8K$3M+3.29%
Q4 202238.6K$4M+4.35%
Q3 202235.2K$3M+3.63%
Q2 202215.6K$1M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ulland Investment Advisors, LLC’s full portfolio or all institutional holders of EXE.