EWA
EXE

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

Exencial 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
Q1 		– Sell
-1,829
Closed -$202K – 605
2025
Q4 		$202K Buy
+1,829
New +$203K 0.01% 546

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Exencial Wealth Advisors's EXE Position: Q1 2026 in Review

Exencial Wealth Advisors sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 1,829 shares — an estimated $202K sold.

Exencial Wealth Advisors first reported a position in EXE in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Exencial Wealth Advisors reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,829 Expand Energy Corp shares in Q1 2026, an estimated $202K.
  • Exencial Wealth Advisors first reported a position in Expand Energy Corp in Q4 2025 and held it in 1 quarter.
  • Exencial Wealth Advisors's Expand Energy Corp position peaked at $202K in Q4 2025.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.