JSW
EXE

Journey Strategic Wealth’s Expand Energy Corp EXE Stock Holding History

Journey Strategic Wealth’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
Q1 		$212K Buy
1,931
+90
+5% +$9.61K 0.01% 741
2025
Q4 		$203K Buy
+1,841
New +$204K 0.01% 715

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Journey Strategic Wealth's EXE Position: Q1 2026 in Review

Journey Strategic Wealth increased its Expand Energy Corp (EXE) stake by 4.9% in Q1 2026, buying an estimated $9.61K and bringing the position to 1,931 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #741.

Journey Strategic Wealth first reported a position in EXE in Q4 2025 and has held it in 2 quarters since. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Journey Strategic Wealth held 1,931 shares of Expand Energy Corp worth $212K as of Q1 2026.
  • Journey Strategic Wealth bought 90 Expand Energy Corp shares in Q1 2026, an estimated $9.61K.
  • Expand Energy Corp made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #741 holding.
  • Journey Strategic Wealth first reported a position in Expand Energy Corp in Q4 2025 and has held it in 2 quarters since.
  • 891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.