OPOWM
EXE

One Plus One Wealth Management’s Expand Energy Corp EXE Stock Holding History

One Plus One 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
-2,038
Closed -$224K – 100
2026
Q1 		$224K Hold
2,038
– – 0.09% 84
2025
Q4 		$225K Hold
2,038
– – 0.1% 92
2025
Q3 		$217K Hold
2,038
– – 0.11% 91
2025
Q2 		$238K Hold
2,038
– – 0.13% 83
2025
Q1 		$227K Buy
+2,038
New +$212K 0.12% 83

Other funds holding EXE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

One Plus One Wealth Management's EXE Position: Q2 2026 in Review

One Plus One Wealth Management sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,038 shares — an estimated $224K sold.

One Plus One Wealth Management first reported a position in EXE in Q1 2025 and held it in 5 quarters. The position peaked at $238K in Q2 2025. 294 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • One Plus One Wealth Management reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • One Plus One Wealth Management sold 2,038 Expand Energy Corp shares in Q2 2026, an estimated $224K.
  • One Plus One Wealth Management first reported a position in Expand Energy Corp in Q1 2025 and held it in 5 quarters.
  • One Plus One Wealth Management's Expand Energy Corp position peaked at $238K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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