CCWM
EXE

Cassaday & Co Wealth Management’s Expand Energy Corp EXE Stock Holding History

Cassaday & Co 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 		$92 Hold
1
– – ﹤0.01% 1277
2026
Q1 		$110 Buy
+1
New +$107 ﹤0.01% 1323

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
AQR Capital Management
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

Cassaday & Co Wealth Management's EXE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Expand Energy Corp (EXE) position steady in Q2 2026 at 1 share worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Cassaday & Co Wealth Management first reported a position in EXE in Q1 2026 and has held it in 2 quarters since. The position peaked at $110 in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Cassaday & Co Wealth Management held 1 share of Expand Energy Corp worth $92 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1277 holding.
  • Cassaday & Co Wealth Management first reported a position in Expand Energy Corp in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Expand Energy Corp position peaked at $110 in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.