API
EXE

Asset Planning Inc’s Expand Energy Corp EXE Stock Holding History

Asset Planning Inc’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 		$4.16K Hold
46
– – ﹤0.01% 282
2026
Q1 		$5.01K Buy
46
+21
+84% +$2.24K ﹤0.01% 260
2025
Q4 		$2.72K Hold
25
– – ﹤0.01% 270
2025
Q3 		$2.62K Hold
25
– – ﹤0.01% 266
2025
Q2 		$2.88K Sell
25
-1
-4% -$112 ﹤0.01% 262
2025
Q1 		$2.86K Hold
26
– – ﹤0.01% 274
2024
Q4 		$2.56K Buy
+26
New +$2.4K ﹤0.01% 281

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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

Asset Planning Inc's EXE Position: Q2 2026 in Review

Asset Planning Inc held its Expand Energy Corp (EXE) position steady in Q2 2026 at 46 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Asset Planning Inc first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.01K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Asset Planning Inc held 46 shares of Expand Energy Corp worth $4.16K as of Q2 2026.
  • Asset Planning Inc left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #282 holding.
  • Asset Planning Inc first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Expand Energy Corp position peaked at $5.01K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.