IWM
EXE

IHT Wealth Management’s Expand Energy Corp EXE Stock Holding History

IHT Wealth Management’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 		$989K Buy
+10,841
New +$1.03M 0.02% 602
2024
Q4 		– Sell
-2,747
Closed -$225K – 1229
2024
Q3 		$225K Buy
+2,747
New +$210K 0.01% 1042

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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

IHT Wealth Management's EXE Position: Q2 2026 in Review

IHT Wealth Management opened a new position in Expand Energy Corp (EXE) in Q2 2026: 10,841 shares worth $989K. The stake represents 0.02% of the portfolio and ranks #602 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in EXE as recently as Q3 2024.

IHT Wealth Management first reported a position in EXE in Q3 2024 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • IHT Wealth Management held 10,841 shares of Expand Energy Corp worth $989K as of Q2 2026.
  • Expand Energy Corp was a new IHT Wealth Management position in Q2 2026.
  • Expand Energy Corp made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #602 holding.
  • IHT Wealth Management first reported a position in Expand Energy Corp in Q3 2024 and has held it in 2 quarters since.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.