Capstone Wealth Management (Alabama)’s Expand Energy Corp EXE Stock Holding History

Capstone Wealth Management (Alabama)’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	$271K	Buy	+2,977	New	+$283K	0.13%	130

Other funds holding EXE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s EXE Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Expand Energy Corp (EXE) in Q2 2026: 2,977 shares worth $271K. The stake represents 0.13% of the portfolio and ranks #130 among its holdings.

279 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Capstone Wealth Management (Alabama) held 2,977 shares of Expand Energy Corp worth $271K as of Q2 2026.
Expand Energy Corp was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Expand Energy Corp made up 0.13% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #130 holding.
279 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.