Principia Wealth Advisory’s Expand Energy Corp EXE Stock Holding History

Principia Wealth Advisory’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	$3.01K	Buy	33 +20	+154%	+$1.9K	﹤0.01%	484
2026 Q1	$1.43K	Sell	13 -5	-28%	-$534	﹤0.01%	608
2025 Q4	$1.99K	Buy	18 +6	+50%	+$665	﹤0.01%	470
2025 Q3	$1.27K	Sell	12 -2	-14%	-$201	﹤0.01%	558
2025 Q2	$1.64K	Buy	14 +3	+27%	+$335	﹤0.01%	429
2025 Q1	$1.14K	Hold	11	–	–	﹤0.01%	367
2024 Q4	$1.09K	Buy	+11	New	+$1.01K	﹤0.01%	342

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Principia Wealth Advisory's EXE Position: Q2 2026 in Review

Principia Wealth Advisory increased its Expand Energy Corp (EXE) stake by 154% in Q2 2026, buying an estimated $1.9K and bringing the position to 33 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Principia Wealth Advisory first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Principia Wealth Advisory held 33 shares of Expand Energy Corp worth $3.01K as of Q2 2026.
Principia Wealth Advisory bought 20 Expand Energy Corp shares in Q2 2026, an estimated $1.9K.
Expand Energy Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #484 holding.
Principia Wealth Advisory first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.