Creative Planning
EXE

Creative Planning’s Expand Energy Corporation Common Stock EXE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.04M Buy
43,061
+7,699
+22% +$900K ﹤0.01% 755
2025
Q1
$3.94M Buy
35,362
+7,270
+26% +$809K ﹤0.01% 806
2024
Q4
$2.8M Buy
28,092
+6,368
+29% +$634K ﹤0.01% 937
2024
Q3
$1.79M Buy
21,724
+2,372
+12% +$195K ﹤0.01% 1133
2024
Q2
$1.59M Buy
19,352
+857
+5% +$70.4K ﹤0.01% 1106
2024
Q1
$1.64M Sell
18,495
-1,286
-7% -$114K ﹤0.01% 1052
2023
Q4
$1.52M Buy
19,781
+2,726
+16% +$210K ﹤0.01% 1031
2023
Q3
$1.47M Buy
17,055
+3,655
+27% +$315K ﹤0.01% 988
2023
Q2
$1.12M Buy
13,400
+13,399
+1,339,900% +$1.12M ﹤0.01% 1075
2023
Q1
$77 Buy
+1
New +$77 ﹤0.01% 2537