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

Focus Partners 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	$14.3M	Buy	156,445 +12,445	+9%	+$1.18M	0.01%	597
2026 Q1	$15.8M	Buy	144,000 +24,055	+20%	+$2.57M	0.02%	573
2025 Q4	$12.8M	Buy	119,945 +5,333	+5%	+$591K	0.01%	620
2025 Q3	$12.1M	Buy	114,612 +111,889	+4,109%	+$11.2M	0.02%	511
2025 Q2	$318K	Buy	2,723 +878	+48%	+$98K	﹤0.01%	1650
2025 Q1	$205K	Buy	+1,845	New	+$192K	﹤0.01%	1742

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

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

Focus Partners Wealth increased its Expand Energy Corp (EXE) stake by 8.6% in Q2 2026, buying an estimated $1.18M and bringing the position to 156,445 shares worth $14.3M. The position accounts for 0.01% of the portfolio, ranked #597.

Focus Partners Wealth first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.8M in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Focus Partners Wealth held 156,445 shares of Expand Energy Corp worth $14.3M as of Q2 2026.
Focus Partners Wealth bought 12,445 Expand Energy Corp shares in Q2 2026, an estimated $1.18M.
Expand Energy Corp made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #597 holding.
Focus Partners Wealth first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
Focus Partners Wealth's Expand Energy Corp position peaked at $15.8M in Q1 2026.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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