Action Point Financial Planning’s Expand Energy Corp EXE Stock Holding History

Action Point Financial Planning’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	$9.03K	Buy	+102	New	+$9.69K	﹤0.01%	1510

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Action Point Financial Planning's EXE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Expand Energy Corp (EXE) in Q2 2026: 102 shares worth $9.03K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings.

845 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Action Point Financial Planning held 102 shares of Expand Energy Corp worth $9.03K as of Q2 2026.
Expand Energy Corp was a new Action Point Financial Planning position in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1510 holding.
845 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.