EWP
EXE

Elevation Wealth Partners’s Expand Energy Corp EXE Stock Holding History

Elevation Wealth Partners’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 		$6.02K Buy
66
+29
+78% +$2.75K ﹤0.01% 969
2026
Q1 		$4.06K Sell
37
-18
-33% -$1.92K ﹤0.01% 765
2025
Q4 		$6.07K Buy
55
+40
+267% +$4.44K ﹤0.01% 588
2025
Q3 		$1.59K Buy
+15
New +$1.5K ﹤0.01% 685

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

Elevation Wealth Partners's EXE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Expand Energy Corp (EXE) stake by 78% in Q2 2026, buying an estimated $2.75K and bringing the position to 66 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Elevation Wealth Partners first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.07K in Q4 2025. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Elevation Wealth Partners held 66 shares of Expand Energy Corp worth $6.02K as of Q2 2026.
  • Elevation Wealth Partners bought 29 Expand Energy Corp shares in Q2 2026, an estimated $2.75K.
  • Expand Energy Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #969 holding.
  • Elevation Wealth Partners first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Expand Energy Corp position peaked at $6.07K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.