OW
EXE

Olistico Wealth’s Expand Energy Corp EXE Stock Holding History

Olistico 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
Q2 		$2.19K Hold
24
– – ﹤0.01% 313
2026
Q1 		$2.63K Hold
24
– – ﹤0.01% 315
2025
Q4 		$2.65K Buy
+24
New +$2.66K ﹤0.01% 309
2025
Q3 		– Sell
-38
Closed -$4.44K – 362
2025
Q2 		$4.44K Buy
38
+9
+31% +$1K ﹤0.01% 301
2025
Q1 		$3.23K Buy
29
+5
+21% +$520 ﹤0.01% 287
2024
Q4 		$2.39K Hold
24
– – ﹤0.01% 284
2024
Q3 		$1.97K Hold
24
– – ﹤0.01% 292
2024
Q2 		$1.97K Buy
+24
New +$2.12K ﹤0.01% 286

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 $3.37T AUM 44.26% 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

Olistico Wealth's EXE Position: Q2 2026 in Review

Olistico Wealth held its Expand Energy Corp (EXE) position steady in Q2 2026 at 24 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Olistico Wealth first reported a position in EXE in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.44K in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Olistico Wealth held 24 shares of Expand Energy Corp worth $2.19K as of Q2 2026.
  • Olistico Wealth left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #313 holding.
  • Olistico Wealth first reported a position in Expand Energy Corp in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Expand Energy Corp position peaked at $4.44K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.