MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV EXE — EXPAND ENERGY CORPORATION

Ownership history in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV  ·  3 quarters on record

AI Ownership Summary

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported EXPAND ENERGY CORPORATION (EXE) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 3.2% in 2026 Q2. The latest visible filing shows EXE at 3.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EXE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's position in EXPAND ENERGY CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EXE was reported at 3.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.2% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXE stock page MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV fund profile MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV full holdings
How MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV held EXE — position size vs. price
% of Fund (quarterly)    EXE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 39,097 +6,286 +19.2% 3.20% $3.6M 2026-07-28 $88.52
2026 Q1 ADDED — — — 32,811 +183 +0.6% 3.14% $3.6M 2026-05-01 $99.52
2025 Q4 INITIATED — — — 32,628 — — 2.94% $3.6M 2026-01-22 $108.24

🏢 Other funds also holding EXE

As of 2026 Q2 — sorted by position size

TMB Capital Partners, LLC 4.34% CAMPBELL CAPITAL MANAGEMENT INC 3Y 7Y 2.32% apricus wealth, LLC 3Y 1.82% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 1.45% MFG WEALTH MANAGEMENT, INC. 1.43% McAlvany Wealth Management LLC 1.28% Orca Wealth Management, LLC 1.2% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 1.06% Stephens Investment Management Group LLC 3Y 7Y 0.8% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.76%

FAQ About MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV and EXE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported owning EXE?

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported EXE across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported EXE position in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for EXE was 3.20% in 2026 Q2.

What is the latest reported EXE position on this page?

The most recent filing on this page is 2026 Q2, when MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported 39,097 shares, equal to 3.20% of portfolio, with an estimated market value of $3.6M.

What does the chart on this EXE ownership page compare?

The chart compares MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's quarterly EXE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV Holdings