JFS Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

JFS Wealth Advisors’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	$11.2K	Buy	123 +2	+2%	+$190	﹤0.01%	970
2026 Q1	$13.3K	Sell	121 -42	-26%	-$4.48K	﹤0.01%	848
2025 Q4	$18K	Buy	163 +37	+29%	+$4.1K	﹤0.01%	779
2025 Q3	$13.4K	Sell	126 -179	-59%	-$18K	﹤0.01%	810
2025 Q2	$35.7K	Buy	305 +170	+126%	+$19K	﹤0.01%	535
2025 Q1	$15K	Hold	135	–	–	﹤0.01%	746
2024 Q4	$13.4K	Buy	135 +49	+57%	+$4.52K	﹤0.01%	767
2024 Q3	$7.07K	Buy	86 +13	+18%	+$993	﹤0.01%	985
2024 Q2	$6K	Buy	73 +4	+6%	+$353	﹤0.01%	993
2024 Q1	$6.13K	Hold	69	–	–	﹤0.01%	1029
2023 Q4	$5.31K	Sell	69 -3	-4%	-$246	﹤0.01%	1031
2023 Q3	$6.21K	Buy	72 +35	+95%	+$2.97K	﹤0.01%	903
2023 Q2	$3.1K	Buy	37 +8	+28%	+$638	﹤0.01%	1214
2023 Q1	$2.21K	Sell	29 -13	-31%	-$1.07K	﹤0.01%	1323
2022 Q4	$3.96K	Buy	42 +1	+2%	+$99	﹤0.01%	1084
2022 Q3	$4K	Buy	41 +19	+86%	+$1.78K	﹤0.01%	1118
2022 Q2	$2K	Buy	22 +1	+5%	+$90	﹤0.01%	1421
2022 Q1	$2K	Buy	21 +15	+250%	+$1.1K	﹤0.01%	1529
2021 Q4	$0	Buy	+6	New	+$381	﹤0.01%	1909

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

JFS Wealth Advisors's EXE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Expand Energy Corp (EXE) stake by 1.7% in Q2 2026, buying an estimated $190 and bringing the position to 123 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

JFS Wealth Advisors first reported a position in EXE in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.7K in Q2 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

JFS Wealth Advisors held 123 shares of Expand Energy Corp worth $11.2K as of Q2 2026.
JFS Wealth Advisors bought 2 Expand Energy Corp shares in Q2 2026, an estimated $190.
Expand Energy Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #970 holding.
JFS Wealth Advisors first reported a position in Expand Energy Corp in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Expand Energy Corp position peaked at $35.7K in Q2 2025.
849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.