New Wave Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

New Wave Wealth Advisors’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	$477K	Buy	5,228 +714	+16%	+$67.8K	0.13%	137
2026 Q1	$496K	Buy	4,514 +206	+5%	+$22K	0.17%	98
2025 Q4	$475K	Buy	4,308 +115	+3%	+$12.8K	0.17%	93
2025 Q3	$445K	Buy	4,193 +127	+3%	+$12.7K	0.17%	93
2025 Q2	$475K	Buy	+4,066	New	+$454K	0.2%	76

Other funds holding EXE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCP

TMB Capital Partners Little Rock, Arkansas $321M AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New Wave Wealth Advisors's EXE Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Expand Energy Corp (EXE) stake by 16% in Q2 2026, buying an estimated $67.8K and bringing the position to 5,228 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #137.

New Wave Wealth Advisors first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $496K in Q1 2026. 231 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

New Wave Wealth Advisors held 5,228 shares of Expand Energy Corp worth $477K as of Q2 2026.
New Wave Wealth Advisors bought 714 Expand Energy Corp shares in Q2 2026, an estimated $67.8K.
Expand Energy Corp made up 0.13% of New Wave Wealth Advisors's portfolio in Q2 2026, its #137 holding.
New Wave Wealth Advisors first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
New Wave Wealth Advisors's Expand Energy Corp position peaked at $496K in Q1 2026.
231 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.