SEC 13F Intelligence

Concorde Financial Corp / EXE

Concorde Financial Corp’s Expand Energy Corporation Position

Does Concorde Financial Corp own Expand Energy Corporation (EXE)? Yes — 69.8K shares worth $8M (+6.01% of its 13F portfolio) as of Q1 2026, up from 68.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
69.8K
% of Portfolio
+6.01%
Quarters Held
8
currently held

Position History EXE

Reported value by quarter
Q2 ’24: $2MQ2 ’24Q3 ’24: $6MQ3 ’24Q4 ’24: $7MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.8K$8M+6.01%
Q4 202568.6K$7M+5.77%
Q3 202569.8K$7M+4.11%
Q2 202571.3K$8M+4.93%
Q1 202572.4K$8M+4.45%
Q4 202474.3K$7M+4.40%
Q3 202474.3K$6M+3.60%
Q2 202423.3K$2M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Concorde Financial Corp’s full portfolio or all institutional holders of EXE.