MWM
EXE

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

Modera 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 		– Sell
-2,000
Closed -$220K – 678
2026
Q1 		$220K Sell
2,000
-13
-0.6% -$1.39K ﹤0.01% 594
2025
Q4 		$222K Buy
2,013
+8
+0.4% +$887 ﹤0.01% 602
2025
Q3 		$213K Sell
2,005
-1
-0% -$100 ﹤0.01% 622
2025
Q2 		$235K Sell
2,006
-2
-0.1% -$223 ﹤0.01% 590
2025
Q1 		$224K Buy
+2,008
New +$209K ﹤0.01% 576

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Modera Wealth Management sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,000 shares — an estimated $220K sold.

Modera Wealth Management first reported a position in EXE in Q1 2025 and held it in 5 quarters. The position peaked at $235K in Q2 2025. 406 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Modera Wealth Management reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 2,000 Expand Energy Corp shares in Q2 2026, an estimated $220K.
  • Modera Wealth Management first reported a position in Expand Energy Corp in Q1 2025 and held it in 5 quarters.
  • Modera Wealth Management's Expand Energy Corp position peaked at $235K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.