Avior Wealth Management’s Expand Energy Corp EXE Stock Holding History

Avior Wealth Management’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	$996K	Buy	10,922 +2,867	+36%	+$272K	0.03%	362
2026 Q1	$884K	Sell	8,055 -661	-8%	-$70.6K	0.03%	388
2025 Q4	$962K	Buy	8,716 +5,957	+216%	+$661K	0.03%	321
2025 Q3	$293K	Buy	2,759 +5	+0.2%	+$502	0.01%	598
2025 Q2	$322K	Sell	2,754 -2,251	-45%	-$251K	0.01%	550
2025 Q1	$557K	Sell	5,005 -2,133	-30%	-$222K	0.02%	375
2024 Q4	$711K	Buy	7,138 +2,138	+43%	+$197K	0.03%	357
2024 Q3	$411K	Sell	5,000 -2	-0%	-$153	0.02%	504
2024 Q2	$411K	Sell	5,002 -79	-2%	-$6.98K	0.02%	488
2024 Q1	$451K	Buy	+5,081	New	+$408K	0.02%	482

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

Avior Wealth Management's EXE Position: Q2 2026 in Review

Avior Wealth Management increased its Expand Energy Corp (EXE) stake by 36% in Q2 2026, buying an estimated $272K and bringing the position to 10,922 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #362.

Avior Wealth Management first reported a position in EXE in Q1 2024 and has held it in 10 quarters since. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Avior Wealth Management held 10,922 shares of Expand Energy Corp worth $996K as of Q2 2026.
Avior Wealth Management bought 2,867 Expand Energy Corp shares in Q2 2026, an estimated $272K.
Expand Energy Corp made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #362 holding.
Avior Wealth Management first reported a position in Expand Energy Corp in Q1 2024 and has held it in 10 quarters since.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.