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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Personal CFO Solutions's EXE Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Expand Energy Corp (EXE) in Q1 2026: 2,613 shares worth $287K. The stake represents 0.04% of the portfolio and ranks #397 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in EXE as recently as Q4 2022.

Personal CFO Solutions first reported a position in EXE in Q3 2022 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Personal CFO Solutions held 2,613 shares of Expand Energy Corp worth $287K as of Q1 2026.
  • Expand Energy Corp was a new Personal CFO Solutions position in Q1 2026.
  • Expand Energy Corp made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #397 holding.
  • Personal CFO Solutions first reported a position in Expand Energy Corp in Q3 2022 and has held it in 3 quarters since.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.