PFS
EXE

Prospera Financial Services’s Expand Energy Corp EXE Stock Holding History

Prospera Financial Services’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
-2,005
Closed -$220K – 1548
2026
Q1 		$220K Buy
+2,005
New +$214K ﹤0.01% 1326
2025
Q1 		– Sell
-32,395
Closed -$3.22M – 1247
2024
Q4 		$3.22M Sell
32,395
-1,528
-5% -$141K 0.08% 267
2024
Q3 		$2.79M Sell
33,923
-1,076
-3% -$82.2K 0.07% 282
2024
Q2 		$2.88M Sell
34,999
-13,917
-28% -$1.23M 0.08% 266
2024
Q1 		$4.35M Sell
48,916
-38,436
-44% -$3.09M 0.13% 172
2023
Q4 		$6.72M Sell
87,352
-17,520
-17% -$1.44M 0.22% 105
2023
Q3 		$9.04M Sell
104,872
-2,658
-2% -$226K 0.35% 60
2023
Q2 		$9M Buy
107,530
+6,758
+7% +$539K 0.34% 62
2023
Q1 		$7.66M Buy
100,772
+4,495
+5% +$370K 0.31% 68
2022
Q4 		$9.09M Buy
96,277
+22,866
+31% +$2.27M 0.46% 43
2022
Q3 		$6.92M Buy
73,411
+73,184
+32,240% +$6.88M 0.36% 51
2022
Q2 		$18K Hold
227
– – ﹤0.01% 1237
2022
Q1 		$20K Buy
+227
New +$16.7K ﹤0.01% 1741

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

Prospera Financial Services's EXE Position: Q2 2026 in Review

Prospera Financial Services sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,005 shares — an estimated $220K sold.

Prospera Financial Services first reported a position in EXE in Q1 2022 and held it in 13 quarters. The position peaked at $9.09M in Q4 2022. 845 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Prospera Financial Services reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 2,005 Expand Energy Corp shares in Q2 2026, an estimated $220K.
  • Prospera Financial Services first reported a position in Expand Energy Corp in Q1 2022 and held it in 13 quarters.
  • Prospera Financial Services's Expand Energy Corp position peaked at $9.09M in Q4 2022.
  • 845 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.