PS
EXE

Planning Strategies’s Expand Energy Corp EXE Stock Holding History

Planning Strategies’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 		$730 Buy
+8
New +$760 ﹤0.01% 795

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

Planning Strategies's EXE Position: Q2 2026 in Review

Planning Strategies opened a new position in Expand Energy Corp (EXE) in Q2 2026: 8 shares worth $730. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

792 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Planning Strategies held 8 shares of Expand Energy Corp worth $730 as of Q2 2026.
  • Expand Energy Corp was a new Planning Strategies position in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #795 holding.
  • 792 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.