Kestra Advisory Services’s Expand Energy Corp EXE Stock Holding History

Kestra Advisory Services’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	$803K	Buy	7,310 +1,060	+17%	+$113K	﹤0.01%	1886
2025 Q4	$690K	Buy	6,250 +1,396	+29%	+$155K	﹤0.01%	1921
2025 Q3	$516K	Sell	4,854 -160	-3%	-$16.1K	﹤0.01%	2047
2025 Q2	$586K	Sell	5,014 -51	-1%	-$5.69K	﹤0.01%	1855
2025 Q1	$564K	Buy	5,065 +379	+8%	+$39.4K	﹤0.01%	1744
2024 Q4	$466K	Buy	+4,686	New	+$433K	﹤0.01%	1922
2024 Q1	–	Sell	-2,730	Closed	-$210K	–	2542
2023 Q4	$210K	Buy	2,730 +284	+12%	+$23.3K	﹤0.01%	2081
2023 Q3	$211K	Sell	2,446 -605	-20%	-$51.3K	﹤0.01%	1905
2023 Q2	$255K	Buy	+3,051	New	+$243K	﹤0.01%	1743
2023 Q1	–	Sell	-3,533	Closed	-$333K	–	2329
2022 Q4	$333K	Buy	3,533 +1,392	+65%	+$138K	﹤0.01%	1663
2022 Q3	$202K	Buy	+2,141	New	+$201K	﹤0.01%	1875

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kestra Advisory Services's EXE Position: Q1 2026 in Review

Kestra Advisory Services increased its Expand Energy Corp (EXE) stake by 17% in Q1 2026, buying an estimated $113K and bringing the position to 7,310 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Kestra Advisory Services first reported a position in EXE in Q3 2022 and has held it in 11 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Kestra Advisory Services held 7,310 shares of Expand Energy Corp worth $803K as of Q1 2026.
Kestra Advisory Services bought 1,060 Expand Energy Corp shares in Q1 2026, an estimated $113K.
Expand Energy Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1886 holding.
Kestra Advisory Services first reported a position in Expand Energy Corp in Q3 2022 and has held it in 11 quarters since.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.