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

Private 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 Q3	$12.9K	Sell	153 -1,000	-87%	-$92.3K	﹤0.01%	563
2026 Q2	$105K	Buy	1,153 +962	+504%	+$91.4K	0.02%	162
2026 Q1	$21K	Buy	191 +41	+27%	+$4.38K	0.01%	326
2025 Q4	$16.6K	Hold	150	–	–	﹤0.01%	370
2025 Q3	$15.9K	Hold	150	–	–	﹤0.01%	392
2025 Q2	$17.5K	Hold	150	–	–	0.01%	338
2025 Q1	$16.7K	Hold	150	–	–	0.01%	340
2024 Q4	$14.9K	Buy	150 +108	+257%	+$10K	0.01%	379
2024 Q3	$3.46K	Sell	42 -43	-51%	-$3.28K	﹤0.01%	871
2024 Q2	$6.99K	Buy	85 +46	+118%	+$4.06K	﹤0.01%	573
2024 Q1	$3.46K	Hold	39	–	–	﹤0.01%	760
2023 Q4	$3K	Buy	+39	New	+$3.2K	﹤0.01%	807

Other funds holding EXE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Private Wealth Management Group's EXE Position: Q3 2026 in Review

Private Wealth Management Group reduced its Expand Energy Corp (EXE) stake by 87% in Q3 2026, selling an estimated $92.3K and leaving 153 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Private Wealth Management Group first reported a position in EXE in Q4 2023 and has held it in 12 quarters since. The position peaked at $105K in Q2 2026. 478 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

Private Wealth Management Group held 153 shares of Expand Energy Corp worth $12.9K as of Q3 2026.
Private Wealth Management Group sold 1,000 Expand Energy Corp shares in Q3 2026, an estimated $92.3K.
Expand Energy Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #563 holding.
Private Wealth Management Group first reported a position in Expand Energy Corp in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Expand Energy Corp position peaked at $105K in Q2 2026.
478 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.