DWM
EXE

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

Dogwood 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 		$456 Sell
5
-46
-90% -$4.37K ﹤0.01% 809
2026
Q1 		$5.6K Sell
51
-13
-20% -$1.39K ﹤0.01% 451
2025
Q4 		$7.06K Buy
64
+31
+94% +$3.44K ﹤0.01% 359
2025
Q3 		$3.51K Sell
33
-6
-15% -$602 ﹤0.01% 452
2025
Q2 		$4.15K Buy
+39
New +$4.35K ﹤0.01% 502

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management reduced its Expand Energy Corp (EXE) stake by 90% in Q2 2026, selling an estimated $4.37K and leaving 5 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Dogwood Wealth Management first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.06K in Q4 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Dogwood Wealth Management held 5 shares of Expand Energy Corp worth $456 as of Q2 2026.
  • Dogwood Wealth Management sold 46 Expand Energy Corp shares in Q2 2026, an estimated $4.37K.
  • Expand Energy Corp made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #809 holding.
  • Dogwood Wealth Management first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Expand Energy Corp position peaked at $7.06K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.