PWMA
EXE

Pension & Wealth Management Advisors’s Expand Energy Corp EXE Stock Holding History

Pension & Wealth Management 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 		$435K Sell
4,775
-218
-4% -$20.7K 0.12% 117
2026
Q1 		$548K Sell
4,993
-232
-4% -$24.8K 0.16% 91
2025
Q4 		$577K Buy
+5,225
New +$579K 0.17% 84

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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pension & Wealth Management Advisors's EXE Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Expand Energy Corp (EXE) stake by 4.4% in Q2 2026, selling an estimated $20.7K and leaving 4,775 shares worth $435K. The position accounts for 0.12% of the portfolio, ranked #117.

Pension & Wealth Management Advisors first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $577K in Q4 2025. 792 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Pension & Wealth Management Advisors held 4,775 shares of Expand Energy Corp worth $435K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 218 Expand Energy Corp shares in Q2 2026, an estimated $20.7K.
  • Expand Energy Corp made up 0.12% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #117 holding.
  • Pension & Wealth Management Advisors first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's Expand Energy Corp position peaked at $577K in Q4 2025.
  • 792 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.