PWMG
EXE

Prestige Wealth Management Group’s Expand Energy Corp EXE Stock Holding History

Prestige Wealth Management Group’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 Sell
8
-31
-79% -$2.94K ﹤0.01% 972
2026
Q1 		$4.28K Sell
39
-1
-3% -$107 ﹤0.01% 592
2025
Q4 		$4.42K Buy
40
+11
+38% +$1.22K ﹤0.01% 608
2025
Q3 		$3.08K Sell
29
-8
-22% -$803 ﹤0.01% 656
2025
Q2 		$4.33K Buy
37
+5
+16% +$558 ﹤0.01% 588
2025
Q1 		$3.56K Hold
32
– – ﹤0.01% 629
2024
Q4 		$3.19K Buy
+32
New +$2.95K ﹤0.01% 689

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

Prestige Wealth Management Group's EXE Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Expand Energy Corp (EXE) stake by 79% in Q2 2026, selling an estimated $2.94K and leaving 8 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Prestige Wealth Management Group first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42K in Q4 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Prestige Wealth Management Group held 8 shares of Expand Energy Corp worth $730 as of Q2 2026.
  • Prestige Wealth Management Group sold 31 Expand Energy Corp shares in Q2 2026, an estimated $2.94K.
  • Expand Energy Corp made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #972 holding.
  • Prestige Wealth Management Group first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Prestige Wealth Management Group's Expand Energy Corp position peaked at $4.42K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.