OWP
EXE

ORG Wealth Partners’s Expand Energy Corp EXE Stock Holding History

ORG Wealth Partners’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 		$210K Buy
2,304
+255
+12% +$24.2K 0.03% 241
2026
Q1 		$225K Buy
2,049
+477
+30% +$50.9K 0.04% 211
2025
Q4 		$173K Buy
1,572
+389
+33% +$43.1K 0.04% 220
2025
Q3 		$126K Buy
1,183
+549
+87% +$55.1K 0.03% 255
2025
Q2 		$70.5K Buy
+634
New +$70.7K 0.02% 301

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

ORG Wealth Partners's EXE Position: Q2 2026 in Review

ORG Wealth Partners increased its Expand Energy Corp (EXE) stake by 12% in Q2 2026, buying an estimated $24.2K and bringing the position to 2,304 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #241.

ORG Wealth Partners first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $225K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • ORG Wealth Partners held 2,304 shares of Expand Energy Corp worth $210K as of Q2 2026.
  • ORG Wealth Partners bought 255 Expand Energy Corp shares in Q2 2026, an estimated $24.2K.
  • Expand Energy Corp made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #241 holding.
  • ORG Wealth Partners first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's Expand Energy Corp position peaked at $225K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.