Avion Wealth’s Expand Energy Corp EXE Stock Holding History

Avion Wealth’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	$2K	Buy	28 +14	+100%	+$1.33K	﹤0.01%	1146
2026 Q1	$1K	Hold	14	–	–	﹤0.01%	1185
2025 Q4	$1K	Buy	14 +5	+56%	+$554	﹤0.01%	1174
2025 Q3	$0	Hold	9	–	–	﹤0.01%	1597
2025 Q2	$1K	Sell	9 -5	-36%	-$558	﹤0.01%	1103
2025 Q1	$1K	Hold	14	–	–	﹤0.01%	964
2024 Q4	$1K	Buy	+14	New	+$1.29K	﹤0.01%	962
2023 Q3	–	Sell	-4	Closed	–	–	1248
2023 Q2	$0	Buy	+4	New	+$319	﹤0.01%	1075

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

Avion Wealth's EXE Position: Q2 2026 in Review

Avion Wealth increased its Expand Energy Corp (EXE) stake by 100% in Q2 2026, buying an estimated $1.33K and bringing the position to 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Avion Wealth first reported a position in EXE in Q2 2023 and has held it in 8 quarters since. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Avion Wealth held 28 shares of Expand Energy Corp worth $2K as of Q2 2026.
Avion Wealth bought 14 Expand Energy Corp shares in Q2 2026, an estimated $1.33K.
Expand Energy Corp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1146 holding.
Avion Wealth first reported a position in Expand Energy Corp in Q2 2023 and has held it in 8 quarters since.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.