Carson Wealth (CWM LLC)
EXE

Carson Wealth (CWM LLC)’s Expand Energy Corp EXE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$11.3M Buy
103,062
+61,043
+145% +$6.52M 0.03% 503
2025
Q4 		$4.64M Buy
42,019
+5,792
+16% +$642K 0.01% 811
2025
Q3 		$3.85M Buy
36,227
+33,120
+1,066% +$3.32M 0.01% 827
2025
Q2 		$363K Buy
3,107
+480
+18% +$53.6K ﹤0.01% 1749
2025
Q1 		$292K Sell
2,627
-197
-7% -$20.5K ﹤0.01% 1686
2024
Q4 		$281K Buy
2,824
+1,675
+146% +$155K ﹤0.01% 1631
2024
Q3 		$94K Buy
1,149
+214
+23% +$16.3K ﹤0.01% 2241
2024
Q2 		$77K Sell
935
-16
-2% -$1.41K ﹤0.01% 2169
2024
Q1 		$84K Sell
951
-223
-19% -$17.9K ﹤0.01% 1988
2023
Q4 		$90K Sell
1,174
-229
-16% -$18.8K ﹤0.01% 1826
2023
Q3 		$121K Sell
1,403
-994
-41% -$84.4K ﹤0.01% 1534
2023
Q2 		$201K Sell
2,397
-49
-2% -$3.91K ﹤0.01% 1251
2023
Q1 		$186K Buy
2,446
+110
+5% +$9.05K ﹤0.01% 1225
2022
Q4 		$220K Buy
2,336
+1,820
+353% +$180K ﹤0.01% 1066
2022
Q3 		$49K Buy
516
+274
+113% +$25.7K ﹤0.01% 1669
2022
Q2 		$20K Buy
242
+90
+59% +$8.13K ﹤0.01% 2130
2022
Q1 		$13K Buy
152
+142
+1,420% +$10.4K ﹤0.01% 2346
2021
Q4 		$1K Buy
+10
New +$634 ﹤0.01% 3411

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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

Carson Wealth (CWM LLC)'s EXE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Expand Energy Corp (EXE) stake by 145% in Q1 2026, buying an estimated $6.52M and bringing the position to 103,062 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #503.

Carson Wealth (CWM LLC) first reported a position in EXE in Q4 2021 and has held it in 18 quarters since. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 103,062 shares of Expand Energy Corp worth $11.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 61,043 Expand Energy Corp shares in Q1 2026, an estimated $6.52M.
  • Expand Energy Corp made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #503 holding.
  • Carson Wealth (CWM LLC) first reported a position in Expand Energy Corp in Q4 2021 and has held it in 18 quarters since.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.