LF
EXE

LifeSteps Financial’s Expand Energy Corp EXE Stock Holding History

LifeSteps Financial’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 		$8.12K Buy
+89
New +$8.45K ﹤0.01% 452
2024
Q2 		– Sell
-200
Closed -$17.8K – 436
2024
Q1 		$17.8K Buy
+200
New +$16.1K 0.01% 237

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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

LifeSteps Financial's EXE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Expand Energy Corp (EXE) in Q2 2026: 89 shares worth $8.12K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in EXE as recently as Q1 2024.

LifeSteps Financial first reported a position in EXE in Q1 2024 and has held it in 2 quarters since. The position peaked at $17.8K in Q1 2024. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • LifeSteps Financial held 89 shares of Expand Energy Corp worth $8.12K as of Q2 2026.
  • Expand Energy Corp was a new LifeSteps Financial position in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #452 holding.
  • LifeSteps Financial first reported a position in Expand Energy Corp in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Expand Energy Corp position peaked at $17.8K in Q1 2024.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.