OIA
EXE

OneDigital Investment Advisors’s Expand Energy Corp EXE Stock Holding History

OneDigital Investment 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 		$203K Buy
2,228
+41
+2% +$3.89K ﹤0.01% 1508
2026
Q1 		$240K Sell
2,187
-660
-23% -$70.5K ﹤0.01% 1305
2025
Q4 		$314K Buy
2,847
+663
+30% +$73.5K ﹤0.01% 1183
2025
Q3 		$232K Buy
2,184
+108
+5% +$10.8K ﹤0.01% 1346
2025
Q2 		$243K Buy
2,076
+135
+7% +$15.1K ﹤0.01% 1289
2025
Q1 		$216K Buy
+1,941
New +$202K ﹤0.01% 1290

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

OneDigital Investment Advisors's EXE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Expand Energy Corp (EXE) stake by 1.9% in Q2 2026, buying an estimated $3.89K and bringing the position to 2,228 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

OneDigital Investment Advisors first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $314K in Q4 2025. 563 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • OneDigital Investment Advisors held 2,228 shares of Expand Energy Corp worth $203K as of Q2 2026.
  • OneDigital Investment Advisors bought 41 Expand Energy Corp shares in Q2 2026, an estimated $3.89K.
  • Expand Energy Corp made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1508 holding.
  • OneDigital Investment Advisors first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
  • OneDigital Investment Advisors's Expand Energy Corp position peaked at $314K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.