EPW
EXE

Evolve Private Wealth’s Expand Energy Corp EXE Stock Holding History

Evolve Private Wealth’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 		$334K Sell
3,663
-410
-10% -$38.9K 0.02% 674
2026
Q1 		$447K Buy
4,073
+1,181
+41% +$126K 0.02% 624
2025
Q4 		$319K Buy
+2,892
New +$321K 0.02% 700

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

Evolve Private Wealth's EXE Position: Q2 2026 in Review

Evolve Private Wealth reduced its Expand Energy Corp (EXE) stake by 10% in Q2 2026, selling an estimated $38.9K and leaving 3,663 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #674.

Evolve Private Wealth first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $447K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Evolve Private Wealth held 3,663 shares of Expand Energy Corp worth $334K as of Q2 2026.
  • Evolve Private Wealth sold 410 Expand Energy Corp shares in Q2 2026, an estimated $38.9K.
  • Expand Energy Corp made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #674 holding.
  • Evolve Private Wealth first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Expand Energy Corp position peaked at $447K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.