PWA
EXE

Portus Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

Portus Wealth 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 		– Sell
-178
Closed -$19.5K – 554
2026
Q1 		$19.5K Buy
+178
New +$19K 0.02% 103

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

Portus Wealth Advisors's EXE Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 178 shares — an estimated $19.5K sold.

Portus Wealth Advisors first reported a position in EXE in Q1 2026 and held it in 1 quarter. The position peaked at $19.5K in Q1 2026. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 178 Expand Energy Corp shares in Q2 2026, an estimated $19.5K.
  • Portus Wealth Advisors first reported a position in Expand Energy Corp in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Expand Energy Corp position peaked at $19.5K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.