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

HHM 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 Q2	$92	Hold	1	–	–	﹤0.01%	883
2026 Q1	$110	Hold	1	–	–	﹤0.01%	860
2025 Q4	$111	Buy	+1	New	+$111	﹤0.01%	834
2025 Q3	–	Sell	-12	Closed	-$1.4K	–	947
2025 Q2	$1.4K	Hold	12	–	–	﹤0.01%	793
2025 Q1	$1.34K	Sell	12 -1	-8%	-$104	﹤0.01%	798
2024 Q4	$1.29K	Buy	+13	New	+$1.2K	﹤0.01%	811

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

HHM Wealth Advisors's EXE Position: Q2 2026 in Review

HHM Wealth Advisors held its Expand Energy Corp (EXE) position steady in Q2 2026 at 1 share worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #883.

HHM Wealth Advisors first reported a position in EXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4K in Q2 2025. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

HHM Wealth Advisors held 1 share of Expand Energy Corp worth $92 as of Q2 2026.
HHM Wealth Advisors left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #883 holding.
HHM Wealth Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 6 quarters since.
HHM Wealth Advisors's Expand Energy Corp position peaked at $1.4K in Q2 2025.
852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.