JWA
EXE

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% 1910

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return