CWM
EXE

Copia Wealth Management’s Expand Energy Corp EXE Stock Holding History

Copia 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 		$1.73K Hold
19
– – ﹤0.01% 476
2026
Q1 		$2.09K Sell
19
-5
-21% -$534 ﹤0.01% 433
2025
Q4 		$2.65K Hold
24
– – ﹤0.01% 421
2025
Q3 		$2.55K Hold
24
– – ﹤0.01% 392
2025
Q2 		$2.81K Buy
+24
New +$2.68K ﹤0.01% 374

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

Copia Wealth Management's EXE Position: Q2 2026 in Review

Copia Wealth Management held its Expand Energy Corp (EXE) position steady in Q2 2026 at 19 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Copia Wealth Management first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.81K in Q2 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Copia Wealth Management held 19 shares of Expand Energy Corp worth $1.73K as of Q2 2026.
  • Copia Wealth Management left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #476 holding.
  • Copia Wealth Management first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
  • Copia Wealth Management's Expand Energy Corp position peaked at $2.81K in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.