IAA
EXE

Independent Advisor Alliance’s Expand Energy Corp EXE Stock Holding History

Independent Advisor Alliance’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 		$1.49M Sell
13,614
-4,101
-23% -$438K 0.02% 649
2025
Q4 		$1.96M Sell
17,715
-743
-4% -$82.4K 0.05% 311
2025
Q3 		$1.96M Sell
18,458
-192
-1% -$19.3K 0.05% 302
2025
Q2 		$2.18M Sell
18,650
-727
-4% -$81.1K 0.06% 258
2025
Q1 		$2.16M Sell
19,377
-1,125
-5% -$117K 0.07% 243
2024
Q4 		$2.04M Buy
20,502
+13,039
+175% +$1.2M 0.03% 511
2024
Q3 		$614K Buy
7,463
+201
+3% +$15.3K 0.02% 418
2024
Q2 		$597K Sell
7,262
-3,661
-34% -$323K 0.02% 422
2024
Q1 		$970K Buy
10,923
+52
+0.5% +$4.17K 0.04% 327
2023
Q4 		$836K Buy
10,871
+2,700
+33% +$222K 0.03% 337
2023
Q3 		$705K Hold
8,171
– – 0.03% 350
2023
Q2 		$684K Buy
8,171
+100
+1% +$7.98K 0.03% 361
2023
Q1 		$614K Buy
+8,071
New +$664K 0.03% 382
2022
Q4 		– Sell
-5,783
Closed -$545K – 645
2022
Q3 		$545K Sell
5,783
-1,366
-19% -$128K 0.03% 353
2022
Q2 		$580K Buy
7,149
+1,212
+20% +$109K 0.03% 345
2022
Q1 		$517K Buy
5,937
+375
+7% +$27.5K 0.02% 387
2021
Q4 		$359K Buy
+5,562
New +$353K 0.02% 476

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

Independent Advisor Alliance's EXE Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Expand Energy Corp (EXE) stake by 23% in Q1 2026, selling an estimated $438K and leaving 13,614 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #649.

Independent Advisor Alliance first reported a position in EXE in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.18M in Q2 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Independent Advisor Alliance held 13,614 shares of Expand Energy Corp worth $1.49M as of Q1 2026.
  • Independent Advisor Alliance sold 4,101 Expand Energy Corp shares in Q1 2026, an estimated $438K.
  • Expand Energy Corp made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #649 holding.
  • Independent Advisor Alliance first reported a position in Expand Energy Corp in Q4 2021 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Expand Energy Corp position peaked at $2.18M in Q2 2025.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.