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 Q2	$1.55M	Sell	17,030 -448	-3%	-$42.5K	0.02%	641
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 $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

Arkadios Wealth Advisors's EXE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Expand Energy Corp (EXE) stake by 2.6% in Q2 2026, selling an estimated $42.5K and leaving 17,030 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #641.

Arkadios Wealth Advisors first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.11M in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Arkadios Wealth Advisors held 17,030 shares of Expand Energy Corp worth $1.55M as of Q2 2026.
Arkadios Wealth Advisors sold 448 Expand Energy Corp shares in Q2 2026, an estimated $42.5K.
Expand Energy Corp made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #641 holding.
Arkadios Wealth Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Expand Energy Corp position peaked at $2.11M in Q2 2025.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.