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

Moran 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	$15.3M	Buy	167,650 +137,816	+462%	+$13.1M	0.42%	68
2026 Q1	$3.28M	Buy	29,834 +8,802	+42%	+$940K	0.1%	256
2025 Q4	$2.32M	Buy	21,032 +9,927	+89%	+$1.1M	0.07%	271
2025 Q3	$1.18M	Buy	11,105 +4,814	+77%	+$483K	0.04%	328
2025 Q2	$736K	Sell	6,291 -37	-0.6%	-$4.13K	0.02%	354
2025 Q1	$704K	Sell	6,328 -4,405	-41%	-$458K	0.02%	335
2024 Q4	$1.07M	Buy	+10,733	New	+$991K	0.03%	293
2023 Q4	–	Sell	-10,329	Closed	-$891K	–	462
2023 Q3	$891K	Buy	10,329 +3,717	+56%	+$315K	0.03%	267
2023 Q2	$553K	Buy	+6,612	New	+$528K	0.02%	302

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Moran Wealth Management increased its Expand Energy Corp (EXE) stake by 462% in Q2 2026, buying an estimated $13.1M and bringing the position to 167,650 shares worth $15.3M. The position accounts for 0.42% of the portfolio, ranked #68.

Moran Wealth Management first reported a position in EXE in Q2 2023 and has held it in 9 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Moran Wealth Management held 167,650 shares of Expand Energy Corp worth $15.3M as of Q2 2026.
Moran Wealth Management bought 137,816 Expand Energy Corp shares in Q2 2026, an estimated $13.1M.
Expand Energy Corp made up 0.42% of Moran Wealth Management's portfolio in Q2 2026, its #68 holding.
Moran Wealth Management first reported a position in Expand Energy Corp in Q2 2023 and has held it in 9 quarters since.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.