IFP Advisors
EXE icon

IFP Advisors’s Expand Energy Corp EXE Stock Holding History

IFP 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
Q3 		$52.2K Sell
621
-364
-37% -$33.6K ﹤0.01% 2370
2026
Q2 		$89.8K Sell
985
-75
-7% -$7.12K ﹤0.01% 2052
2026
Q1 		$116K Buy
1,060
+734
+225% +$78.4K ﹤0.01% 1752
2025
Q4 		$36K Sell
326
-1,317
-80% -$146K ﹤0.01% 2376
2025
Q3 		$175K Sell
1,643
-1,614
-50% -$162K ﹤0.01% 1354
2025
Q2 		$439K Buy
3,257
+27
+0.8% +$3.01K 0.01% 890
2025
Q1 		$360K Buy
3,230
+1,827
+130% +$190K 0.01% 904
2024
Q4 		$140K Buy
1,403
+1,027
+273% +$94.8K ﹤0.01% 1309
2024
Q3 		$30.9K Sell
376
-140
-27% -$10.7K ﹤0.01% 1950
2024
Q2 		$42.4K Sell
516
-5
-1% -$442 ﹤0.01% 1748
2024
Q1 		$46.3K Buy
521
+51
+11% +$4.1K ﹤0.01% 1623
2023
Q4 		$36.2K Sell
470
-14
-3% -$1.15K ﹤0.01% 1673
2023
Q3 		$41.7K Sell
484
-1,160
-71% -$98.4K ﹤0.01% 1629
2023
Q2 		$138K Sell
1,644
-460
-22% -$36.7K 0.01% 1187
2023
Q1 		$94.7K Sell
2,104
-4,259
-67% -$351K ﹤0.01% 1278
2022
Q4 		$491K Buy
6,363
+4,767
+299% +$472K 0.01% 903
2022
Q3 		$87K Buy
1,596
+455
+40% +$42.7K ﹤0.01% 1961
2022
Q2 		$64K Hold
1,141
– – ﹤0.01% 1996
2022
Q1 		$64K Buy
+1,141
New +$83.7K ﹤0.01% 1995

Other funds holding EXE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IFP Advisors's EXE Position: Q3 2026 in Review

IFP Advisors reduced its Expand Energy Corp (EXE) stake by 37% in Q3 2026, selling an estimated $33.6K and leaving 621 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

IFP Advisors first reported a position in EXE in Q1 2022 and has held it in 19 quarters since. The position peaked at $491K in Q4 2022. 667 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • IFP Advisors held 621 shares of Expand Energy Corp worth $52.2K as of Q3 2026.
  • IFP Advisors sold 364 Expand Energy Corp shares in Q3 2026, an estimated $33.6K.
  • Expand Energy Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2370 holding.
  • IFP Advisors first reported a position in Expand Energy Corp in Q1 2022 and has held it in 19 quarters since.
  • IFP Advisors's Expand Energy Corp position peaked at $491K in Q4 2022.
  • 667 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.