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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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% +$9.97K 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

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

Private Wealth Management Group increased its Expand Energy Corp (EXE) stake by 504% in Q2 2026, buying an estimated $91.4K and bringing the position to 1,153 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #162.

Private Wealth Management Group first reported a position in EXE in Q4 2023 and has held it in 11 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Private Wealth Management Group held 1,153 shares of Expand Energy Corp worth $105K as of Q2 2026.
  • Private Wealth Management Group bought 962 Expand Energy Corp shares in Q2 2026, an estimated $91.4K.
  • Expand Energy Corp made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #162 holding.
  • Private Wealth Management Group first reported a position in Expand Energy Corp in Q4 2023 and has held it in 11 quarters since.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.