JTWM
EXE

Jackson Thornton Wealth Management’s Expand Energy Corp EXE Stock Holding History

Jackson Thornton 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 		$377K Buy
4,134
+1,435
+53% +$136K 0.03% 211
2026
Q1 		$267K Buy
2,699
+250
+10% +$26.7K 0.02% 214
2025
Q4 		$258K Buy
2,449
+215
+10% +$23.8K 0.02% 241
2025
Q3 		$243K Buy
+2,234
New +$224K 0.02% 229

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

Jackson Thornton Wealth Management's EXE Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Expand Energy Corp (EXE) stake by 53% in Q2 2026, buying an estimated $136K and bringing the position to 4,134 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #211.

Jackson Thornton Wealth Management first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Jackson Thornton Wealth Management held 4,134 shares of Expand Energy Corp worth $377K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,435 Expand Energy Corp shares in Q2 2026, an estimated $136K.
  • Expand Energy Corp made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Jackson Thornton Wealth Management first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.