HWM
EXE

HB Wealth Management’s Expand Energy Corp EXE Stock Holding History

HB Wealth Management’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 		$773K Buy
8,478
+486
+6% +$46.2K ﹤0.01% 867
2026
Q1 		$877K Buy
7,992
+3,699
+86% +$395K 0.01% 717
2025
Q4 		$474K Buy
4,293
+19
+0.4% +$2.11K ﹤0.01% 927
2025
Q3 		$454K Buy
4,274
+826
+24% +$82.9K ﹤0.01% 904
2025
Q2 		$403K Buy
3,448
+191
+6% +$21.3K ﹤0.01% 823
2025
Q1 		$363K Buy
3,257
+414
+15% +$43.1K ﹤0.01% 888
2024
Q4 		$283K Buy
+2,843
New +$262K ﹤0.01% 837
2024
Q2 		– Sell
-2,290
Closed -$203K – 968
2024
Q1 		$203K Buy
+2,290
New +$184K ﹤0.01% 796

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

HB Wealth Management's EXE Position: Q2 2026 in Review

HB Wealth Management increased its Expand Energy Corp (EXE) stake by 6.1% in Q2 2026, buying an estimated $46.2K and bringing the position to 8,478 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

HB Wealth Management first reported a position in EXE in Q1 2024 and has held it in 8 quarters since. The position peaked at $877K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • HB Wealth Management held 8,478 shares of Expand Energy Corp worth $773K as of Q2 2026.
  • HB Wealth Management bought 486 Expand Energy Corp shares in Q2 2026, an estimated $46.2K.
  • Expand Energy Corp made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #867 holding.
  • HB Wealth Management first reported a position in Expand Energy Corp in Q1 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Expand Energy Corp position peaked at $877K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.