IA
EXE

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
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% +$4.09K ﹤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% 1962
2022
Q2 		$64K Hold
1,141
– – ﹤0.01% 1995
2022
Q1 		$64K Buy
+1,141
New +$83.7K ﹤0.01% 1995

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

IFP Advisors's EXE Position: Q1 2026 in Review

IFP Advisors increased its Expand Energy Corp (EXE) stake by 225% in Q1 2026, buying an estimated $78.4K and bringing the position to 1,060 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

IFP Advisors first reported a position in EXE in Q1 2022 and has held it in 17 quarters since. The position peaked at $491K in Q4 2022. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • IFP Advisors held 1,060 shares of Expand Energy Corp worth $116K as of Q1 2026.
  • IFP Advisors bought 734 Expand Energy Corp shares in Q1 2026, an estimated $78.4K.
  • Expand Energy Corp made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1752 holding.
  • IFP Advisors first reported a position in Expand Energy Corp in Q1 2022 and has held it in 17 quarters since.
  • IFP Advisors's Expand Energy Corp position peaked at $491K in Q4 2022.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.