Colonial Trust Advisors’s Expand Energy Corp EXE Stock Holding History

Colonial Trust Advisors’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	$10.3K	Hold	113	–	–	﹤0.01%	573
2026 Q1	$12.4K	Hold	113	–	–	﹤0.01%	500
2025 Q4	$12.5K	Hold	113	–	–	﹤0.01%	485
2025 Q3	$12K	Hold	113	–	–	﹤0.01%	477
2025 Q2	$13.2K	Hold	113	–	–	﹤0.01%	479
2025 Q1	$12.6K	Hold	113	–	–	﹤0.01%	477
2024 Q4	$11.2K	Buy	113 +58	+105%	+$5.35K	﹤0.01%	475
2024 Q3	$4.52K	Hold	55	–	–	﹤0.01%	632
2024 Q2	$4.52K	Buy	+55	New	+$4.86K	﹤0.01%	621
2024 Q1	–	Sell	-15	Closed	-$1.15K	–	1090
2023 Q4	$1.15K	Buy	+15	New	+$1.23K	﹤0.01%	762

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

Colonial Trust Advisors's EXE Position: Q2 2026 in Review

Colonial Trust Advisors held its Expand Energy Corp (EXE) position steady in Q2 2026 at 113 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Colonial Trust Advisors first reported a position in EXE in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.2K in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Colonial Trust Advisors held 113 shares of Expand Energy Corp worth $10.3K as of Q2 2026.
Colonial Trust Advisors left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #573 holding.
Colonial Trust Advisors first reported a position in Expand Energy Corp in Q4 2023 and has held it in 10 quarters since.
Colonial Trust Advisors's Expand Energy Corp position peaked at $13.2K in Q2 2025.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.