IWA
EXE

Icon Wealth Advisors’s Expand Energy Corporation Common Stock EXE Stock Holding History

Icon Wealth Advisors’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$742K Buy
6,345
+2,765
+77% +$323K 0.05% 206
2025
Q1 		$399K Buy
3,580
+460
+15% +$51.2K 0.03% 245
2024
Q4 		$311K Buy
+3,120
New +$311K 0.03% 294