Compass Financial Management’s Expand Energy Corp EXE Stock Holding History

Compass Financial 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	$44.9K	Buy	+482	New	+$45.8K	0.01%	706

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compass Financial Management's EXE Position: Q2 2026 in Review

Compass Financial Management opened a new position in Expand Energy Corp (EXE) in Q2 2026: 482 shares worth $44.9K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings.

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

Compass Financial Management held 482 shares of Expand Energy Corp worth $44.9K as of Q2 2026.
Expand Energy Corp was a new Compass Financial Management position in Q2 2026.
Expand Energy Corp made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #706 holding.
792 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.