Creative Planning’s Expand Energy Corp EXE Stock Holding History

Creative Planning’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	$10.5M	Buy	115,519 +32,361	+39%	+$3.07M	0.01%	859
2026 Q1	$9.13M	Buy	83,158 +31,604	+61%	+$3.37M	0.01%	748
2025 Q4	$5.69M	Buy	51,554 +7,488	+17%	+$830K	﹤0.01%	915
2025 Q3	$4.68M	Buy	44,066 +1,005	+2%	+$101K	﹤0.01%	928
2025 Q2	$5.04M	Buy	43,061 +7,699	+22%	+$859K	﹤0.01%	756
2025 Q1	$3.94M	Buy	35,362 +7,270	+26%	+$756K	﹤0.01%	807
2024 Q4	$2.8M	Buy	28,092 +6,368	+29%	+$588K	﹤0.01%	939
2024 Q3	$1.79M	Buy	21,724 +2,372	+12%	+$181K	﹤0.01%	1133
2024 Q2	$1.59M	Buy	19,352 +857	+5%	+$75.7K	﹤0.01%	1110
2024 Q1	$1.64M	Sell	18,495 -1,286	-7%	-$103K	﹤0.01%	1054
2023 Q4	$1.52M	Buy	19,781 +2,726	+16%	+$224K	﹤0.01%	1034
2023 Q3	$1.47M	Buy	17,055 +3,655	+27%	+$310K	﹤0.01%	991
2023 Q2	$1.12M	Buy	13,400 +13,399	+1,339,900%	+$1.07M	﹤0.01%	1079
2023 Q1	$77	Buy	+1	New	+$82	﹤0.01%	2636

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

Creative Planning's EXE Position: Q2 2026 in Review

Creative Planning increased its Expand Energy Corp (EXE) stake by 39% in Q2 2026, buying an estimated $3.07M and bringing the position to 115,519 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #859.

Creative Planning first reported a position in EXE in Q1 2023 and has held it in 14 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Creative Planning held 115,519 shares of Expand Energy Corp worth $10.5M as of Q2 2026.
Creative Planning bought 32,361 Expand Energy Corp shares in Q2 2026, an estimated $3.07M.
Expand Energy Corp made up 0.01% of Creative Planning's portfolio in Q2 2026, its #859 holding.
Creative Planning first reported a position in Expand Energy Corp in Q1 2023 and has held it in 14 quarters since.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.