AWM
EXE

Abound Wealth Management’s Expand Energy Corp EXE Stock Holding History

Abound Wealth Management’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 		$30.9K Buy
339
+6
+2% +$570 0.01% 304
2026
Q1 		$36.6K Buy
333
+36
+12% +$3.84K 0.01% 293
2025
Q4 		$32.8K Buy
297
+267
+890% +$29.6K 0.01% 282
2025
Q3 		$3.19K Buy
+30
New +$3.01K ﹤0.01% 735

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Abound Wealth Management's EXE Position: Q2 2026 in Review

Abound Wealth Management increased its Expand Energy Corp (EXE) stake by 1.8% in Q2 2026, buying an estimated $570 and bringing the position to 339 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #304.

Abound Wealth Management first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $36.6K in Q1 2026. 95 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Abound Wealth Management held 339 shares of Expand Energy Corp worth $30.9K as of Q2 2026.
  • Abound Wealth Management bought 6 Expand Energy Corp shares in Q2 2026, an estimated $570.
  • Expand Energy Corp made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Abound Wealth Management first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • Abound Wealth Management's Expand Energy Corp position peaked at $36.6K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.