Impact Partnership Wealth’s Expand Energy Corp EXE Stock Holding History

Impact Partnership Wealth’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	$1.79M	Buy	+19,632	New	+$1.86M	0.17%	83
2026 Q1	–	Sell	-3,207	Closed	-$354K	–	456
2025 Q4	$354K	Buy	+3,207	New	+$356K	0.05%	259
2024 Q2	–	Sell	-4,152	Closed	-$369K	–	716
2024 Q1	$369K	Sell	4,152 -2,759	-40%	-$222K	0.15%	101
2023 Q4	$532K	Buy	6,911 +995	+17%	+$81.7K	0.19%	74
2023 Q3	$510K	Buy	+5,916	New	+$502K	0.16%	67

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Impact Partnership Wealth's EXE Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Expand Energy Corp (EXE) in Q2 2026: 19,632 shares worth $1.79M. The stake represents 0.17% of the portfolio and ranks #83 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in EXE as recently as Q4 2025.

Impact Partnership Wealth first reported a position in EXE in Q3 2023 and has held it in 5 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Impact Partnership Wealth held 19,632 shares of Expand Energy Corp worth $1.79M as of Q2 2026.
Expand Energy Corp was a new Impact Partnership Wealth position in Q2 2026.
Expand Energy Corp made up 0.17% of Impact Partnership Wealth's portfolio in Q2 2026, its #83 holding.
Impact Partnership Wealth first reported a position in Expand Energy Corp in Q3 2023 and has held it in 5 quarters since.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.