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

Jeppson 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	$203K	Buy	+2,225	New	+$211K	0.06%	232

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

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

Jeppson Wealth Management opened a new position in Expand Energy Corp (EXE) in Q2 2026: 2,225 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings.

847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Jeppson Wealth Management held 2,225 shares of Expand Energy Corp worth $203K as of Q2 2026.
Expand Energy Corp was a new Jeppson Wealth Management position in Q2 2026.
Expand Energy Corp made up 0.06% of Jeppson Wealth Management's portfolio in Q2 2026, its #232 holding.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.