PCS
EXE

Personal CFO Solutions’s Expand Energy Corp EXE Stock Holding History

Personal CFO Solutions’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 		$271K Buy
2,975
+362
+14% +$34.4K 0.04% 431
2026
Q1 		$287K Buy
+2,613
New +$279K 0.04% 397
2023
Q1 		– Sell
-2,149
Closed -$203K – 514
2022
Q4 		$203K Buy
2,149
+12
+0.6% +$1.19K 0.04% 422
2022
Q3 		$201K Buy
+2,137
New +$201K 0.05% 378

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

Personal CFO Solutions's EXE Position: Q2 2026 in Review

Personal CFO Solutions increased its Expand Energy Corp (EXE) stake by 14% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,975 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #431.

Personal CFO Solutions first reported a position in EXE in Q3 2022 and has held it in 4 quarters since. The position peaked at $287K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Personal CFO Solutions held 2,975 shares of Expand Energy Corp worth $271K as of Q2 2026.
  • Personal CFO Solutions bought 362 Expand Energy Corp shares in Q2 2026, an estimated $34.4K.
  • Expand Energy Corp made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #431 holding.
  • Personal CFO Solutions first reported a position in Expand Energy Corp in Q3 2022 and has held it in 4 quarters since.
  • Personal CFO Solutions's Expand Energy Corp position peaked at $287K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.