AWMT
EXE

AAFMAA Wealth Management & Trust’s Expand Energy Corp EXE Stock Holding History

AAFMAA Wealth Management & Trust’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$677K Sell
7,420
-660
-8% -$62.7K 0.24% 70
2026
Q1 		$887K Sell
8,080
-2,529
-24% -$270K 0.34% 63
2025
Q4 		$1.17M Buy
10,609
+1,439
+16% +$160K 0.46% 56
2025
Q3 		$974K Buy
9,170
+99
+1% +$9.93K 0.39% 71
2025
Q2 		$1.06M Sell
9,071
-1,426
-14% -$159K 0.44% 70
2025
Q1 		$1.17M Sell
10,497
-58
-0.5% -$6.03K 0.53% 66
2024
Q4 		$1.05M Sell
10,555
-2,658
-20% -$245K 0.46% 56
2024
Q3 		$1.09M Buy
13,213
+2,373
+22% +$181K 0.48% 57
2024
Q2 		$891K Buy
10,840
+836
+8% +$73.8K 0.44% 63
2024
Q1 		$889K Sell
10,004
-1,008
-9% -$80.9K 0.49% 54
2023
Q4 		$847K Buy
11,012
+7,213
+190% +$592K 0.48% 46
2023
Q3 		$328K Sell
3,799
-262
-6% -$22.2K 0.3% 45
2023
Q2 		$340K Buy
4,061
+174
+4% +$13.9K 0.28% 46
2023
Q1 		$296K Sell
3,887
-1,639
-30% -$135K 0.24% 50
2022
Q4 		$521K Buy
+5,526
New +$547K 0.47% 40

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAFMAA Wealth Management & Trust's EXE Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its Expand Energy Corp (EXE) stake by 8.2% in Q2 2026, selling an estimated $62.7K and leaving 7,420 shares worth $677K. The position accounts for 0.24% of the portfolio, ranked #70.

AAFMAA Wealth Management & Trust first reported a position in EXE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2025. 152 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 7,420 shares of Expand Energy Corp worth $677K as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 660 Expand Energy Corp shares in Q2 2026, an estimated $62.7K.
  • Expand Energy Corp made up 0.24% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #70 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Expand Energy Corp in Q4 2022 and has held it in 15 quarters since.
  • AAFMAA Wealth Management & Trust's Expand Energy Corp position peaked at $1.17M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.