IWP
EXE

Innova Wealth Partners’s Expand Energy Corp EXE Stock Holding History

Innova Wealth Partners’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 		– Sell
-2,115
Closed -$232K – 192
2026
Q1 		$232K Sell
2,115
-10
-0.5% -$1.07K 0.11% 142
2025
Q4 		$235K Buy
+2,125
New +$236K 0.12% 129

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Innova Wealth Partners's EXE Position: Q2 2026 in Review

Innova Wealth Partners sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,115 shares — an estimated $232K sold.

Innova Wealth Partners first reported a position in EXE in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 279 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Innova Wealth Partners reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Innova Wealth Partners sold 2,115 Expand Energy Corp shares in Q2 2026, an estimated $232K.
  • Innova Wealth Partners first reported a position in Expand Energy Corp in Q4 2025 and held it in 2 quarters.
  • Innova Wealth Partners's Expand Energy Corp position peaked at $235K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.