Arkadios Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

Arkadios Wealth Advisors’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 Q1	$1.92M	Buy	17,478 +1,242	+8%	+$133K	0.03%	523
2025 Q4	$1.79M	Sell	16,236 -1,456	-8%	-$161K	0.03%	485
2025 Q3	$1.88M	Sell	17,692 -317	-2%	-$31.8K	0.05%	415
2025 Q2	$2.11M	Buy	18,009 +2,896	+19%	+$323K	0.06%	336
2025 Q1	$1.68M	Sell	15,113 -147	-1%	-$15.3K	0.06%	329
2024 Q4	$1.52M	Buy	+15,260	New	+$1.41M	0.08%	240

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Arkadios Wealth Advisors's EXE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Expand Energy Corp (EXE) stake by 7.6% in Q1 2026, buying an estimated $133K and bringing the position to 17,478 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #523.

Arkadios Wealth Advisors first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q2 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Arkadios Wealth Advisors held 17,478 shares of Expand Energy Corp worth $1.92M as of Q1 2026.
Arkadios Wealth Advisors bought 1,242 Expand Energy Corp shares in Q1 2026, an estimated $133K.
Expand Energy Corp made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #523 holding.
Arkadios Wealth Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
Arkadios Wealth Advisors's Expand Energy Corp position peaked at $2.11M in Q2 2025.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.