Avantax Advisory Services’s Expand Energy Corp EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
9,911
+1,676
+20% +$187K 0.01% 1080
2025
Q1
$917K Buy
8,235
+873
+12% +$90.8K 0.01% 1142
2024
Q4
$733K Sell
7,362
-2,350
-24% -$217K ﹤0.01% 1214
2024
Q3
$799K Buy
9,712
+4,836
+99% +$369K 0.01% 1142
2024
Q2
$401K Buy
4,876
+251
+5% +$22.2K ﹤0.01% 1509
2024
Q1
$411K Buy
4,625
+887
+24% +$71.2K ﹤0.01% 1142
2023
Q4
$288K Sell
3,738
-3,013
-45% -$247K ﹤0.01% 1256
2023
Q3
$582K Sell
6,751
-753
-10% -$63.9K 0.01% 883
2023
Q2
$628K Buy
+7,504
New +$599K 0.01% 859

Other funds holding EXE

Avantax Advisory Services's EXE Position: Q2 2025 in Review

Avantax Advisory Services increased its Expand Energy Corp (EXE) stake by 20% in Q2 2025, buying an estimated $187K and bringing the position to 9,911 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1080.

Avantax Advisory Services first reported a position in EXE in Q2 2023 and has held it in 9 quarters since. 811 funds tracked by Wall St. Rank hold EXE as of Q2 2025.

  • Avantax Advisory Services held 9,911 shares of Expand Energy Corp worth $1.16M as of Q2 2025.
  • Avantax Advisory Services bought 1,676 Expand Energy Corp shares in Q2 2025, an estimated $187K.
  • Expand Energy Corp made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1080 holding.
  • Avantax Advisory Services first reported a position in Expand Energy Corp in Q2 2023 and has held it in 9 quarters since.
  • 811 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.