JFS Wealth Advisors
EXE icon

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
Q3 		$12.3K Buy
146
+23
+19% +$2.12K ﹤0.01% 900
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JFS Wealth Advisors's EXE Position: Q3 2026 in Review

JFS Wealth Advisors increased its Expand Energy Corp (EXE) stake by 19% in Q3 2026, buying an estimated $2.12K and bringing the position to 146 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

JFS Wealth Advisors first reported a position in EXE in Q4 2021 and has held it in 20 quarters since. The position peaked at $35.7K in Q2 2025. 667 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • JFS Wealth Advisors held 146 shares of Expand Energy Corp worth $12.3K as of Q3 2026.
  • JFS Wealth Advisors bought 23 Expand Energy Corp shares in Q3 2026, an estimated $2.12K.
  • Expand Energy Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #900 holding.
  • JFS Wealth Advisors first reported a position in Expand Energy Corp in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Expand Energy Corp position peaked at $35.7K in Q2 2025.
  • 667 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.