Carson Wealth (CWM LLC)’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EXEEL Stock Details EXEEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	–	–	5831
2025 Q4	$0	Hold	1	–	–	﹤0.01%	5711
2025 Q3	$0	Sell	1 -1	-50%	-$91	﹤0.01%	5617
2025 Q2	$0	Buy	2 +1	+100%	+$99	﹤0.01%	5355
2025 Q1	$0	Hold	1	–	–	﹤0.01%	5248
2024 Q4	$0	Buy	+1	New	+$80	﹤0.01%	5222

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

Carson Wealth (CWM LLC) sold out of Expand Energy Corp Class C Warrants (EXEEL) in Q1 2026, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in EXEEL in Q4 2024 and held it in 5 quarters. The position peaked at $0 in Q4 2025. 0 funds tracked by Wall St. Rank hold EXEEL as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Expand Energy Corp Class C Warrants position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1 Expand Energy Corp Class C Warrants share in Q1 2026.
Carson Wealth (CWM LLC) first reported a position in Expand Energy Corp Class C Warrants in Q4 2024 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Expand Energy Corp Class C Warrants position peaked at $0 in Q4 2025.
0 funds tracked by Wall St. Rank held Expand Energy Corp Class C Warrants as of Q1 2026.

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