PWMAI
EXE

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Expand Energy Corp EXE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$435K Sell
4,775
-218
-4% -$20.7K 0.12% 117
2026
Q1 		$548K Sell
4,993
-232
-4% -$24.8K 0.16% 91
2025
Q4 		$577K Buy
+5,225
New +$579K 0.17% 84

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EXE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Expand Energy Corp (EXE) stake by 4.4% in Q2 2026, selling an estimated $20.7K and leaving 4,775 shares worth $435K. The position accounts for 0.12% of the portfolio, ranked #117.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $577K in Q4 2025. 406 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,775 shares of Expand Energy Corp worth $435K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 218 Expand Energy Corp shares in Q2 2026, an estimated $20.7K.
  • Expand Energy Corp made up 0.12% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #117 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Expand Energy Corp position peaked at $577K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.