Creative Planning

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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return