MWM
EXE

McAlvany Wealth Management’s Expand Energy Corp EXE Stock Holding History

McAlvany Wealth Management’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 		$1.71M Buy
18,758
+2,013
+12% +$191K 1.28% 29
2026
Q1 		$1.87M Buy
16,745
+1,206
+8% +$129K 1.26% 30
2025
Q4 		$1.71M Buy
+15,539
New +$1.72M 1.31% 23

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

McAlvany Wealth Management's EXE Position: Q2 2026 in Review

McAlvany Wealth Management increased its Expand Energy Corp (EXE) stake by 12% in Q2 2026, buying an estimated $191K and bringing the position to 18,758 shares worth $1.71M. The position accounts for 1.28% of the portfolio, ranked #29.

McAlvany Wealth Management first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • McAlvany Wealth Management held 18,758 shares of Expand Energy Corp worth $1.71M as of Q2 2026.
  • McAlvany Wealth Management bought 2,013 Expand Energy Corp shares in Q2 2026, an estimated $191K.
  • Expand Energy Corp made up 1.28% of McAlvany Wealth Management's portfolio in Q2 2026, its #29 holding.
  • McAlvany Wealth Management first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • McAlvany Wealth Management's Expand Energy Corp position peaked at $1.87M in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on McAlvany Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.