NWM
EXE

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

Navigoe 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 		$0 Buy
+5
New +$475 ﹤0.01% 1223
2026
Q1 		– Sell
-160
Closed -$17K – 274
2025
Q4 		$17K Hold
160
– – 0.01% 121
2025
Q3 		$16K Buy
+160
New +$16.1K 0.01% 125

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management opened a new position in Expand Energy Corp (EXE) in Q2 2026: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in EXE as recently as Q4 2025.

Navigoe Wealth Management first reported a position in EXE in Q3 2025 and has held it in 3 quarters since. The position peaked at $17K in Q4 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Navigoe Wealth Management held 5 shares of Expand Energy Corp worth $0 as of Q2 2026.
  • Expand Energy Corp was a new Navigoe Wealth Management position in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1223 holding.
  • Navigoe Wealth Management first reported a position in Expand Energy Corp in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's Expand Energy Corp position peaked at $17K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.