EverSource Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

EverSource Wealth Advisors’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	$294K	Sell	3,227 -1,700	-35%	-$161K	0.01%	811
2026 Q1	$541K	Buy	4,927 +2,337	+90%	+$250K	0.02%	572
2025 Q4	$286K	Buy	2,590 +111	+4%	+$12.3K	0.01%	787
2025 Q3	$263K	Buy	2,479 +557	+29%	+$55.9K	0.01%	782
2025 Q2	$225K	Buy	1,922 +993	+107%	+$111K	0.01%	809
2025 Q1	$103K	Sell	929 -62	-6%	-$6.45K	0.01%	894
2024 Q4	$98.6K	Buy	991 +819	+476%	+$75.6K	0.01%	901
2024 Q3	$14.1K	Sell	172 -63	-27%	-$4.81K	﹤0.01%	1670
2024 Q2	$17.9K	Buy	235 +32	+16%	+$2.83K	﹤0.01%	1555
2024 Q1	$18.2K	Buy	203 +200	+6,667%	+$16.1K	﹤0.01%	1406
2023 Q4	$231	Buy	+3	New	+$246	﹤0.01%	2578

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

EverSource Wealth Advisors's EXE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Expand Energy Corp (EXE) stake by 35% in Q2 2026, selling an estimated $161K and leaving 3,227 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #811.

EverSource Wealth Advisors first reported a position in EXE in Q4 2023 and has held it in 11 quarters since. The position peaked at $541K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

EverSource Wealth Advisors held 3,227 shares of Expand Energy Corp worth $294K as of Q2 2026.
EverSource Wealth Advisors sold 1,700 Expand Energy Corp shares in Q2 2026, an estimated $161K.
Expand Energy Corp made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #811 holding.
EverSource Wealth Advisors first reported a position in Expand Energy Corp in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Expand Energy Corp position peaked at $541K in Q1 2026.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.