Merited Wealth’s Expand Energy Corp EXE Stock Holding History

Merited 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	–	Sell	-19	Closed	-$2.1K	–	297
2025 Q4	$2.1K	Buy	+19	New	+$2.11K	﹤0.01%	256

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Merited Wealth's EXE Position: Q1 2026 in Review

Merited Wealth sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 19 shares — an estimated $2.1K sold.

Merited Wealth first reported a position in EXE in Q4 2025 and held it in 1 quarter. The position peaked at $2.1K in Q4 2025. 896 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Merited Wealth reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 19 Expand Energy Corp shares in Q1 2026, an estimated $2.1K.
Merited Wealth first reported a position in Expand Energy Corp in Q4 2025 and held it in 1 quarter.
Merited Wealth's Expand Energy Corp position peaked at $2.1K in Q4 2025.
896 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.