IWA
EXE

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

Icon 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
-6,381
Closed -$704K – 441
2025
Q4 		$704K Buy
6,381
+36
+0.6% +$3.99K 0.05% 219
2025
Q3 		$674K Hold
6,345
– – 0.05% 224
2025
Q2 		$742K Buy
6,345
+2,765
+77% +$309K 0.05% 206
2025
Q1 		$399K Buy
3,580
+460
+15% +$47.9K 0.03% 245
2024
Q4 		$311K Buy
+3,120
New +$288K 0.03% 294

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

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

Icon Wealth Advisors sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 6,381 shares — an estimated $704K sold.

Icon Wealth Advisors first reported a position in EXE in Q4 2024 and held it in 5 quarters. The position peaked at $742K in Q2 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 6,381 Expand Energy Corp shares in Q1 2026, an estimated $704K.
  • Icon Wealth Advisors first reported a position in Expand Energy Corp in Q4 2024 and held it in 5 quarters.
  • Icon Wealth Advisors's Expand Energy Corp position peaked at $742K in Q2 2025.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.