RWM
EXE

Raffa Wealth Management’s Expand Energy Corp EXE Stock Holding History

Raffa Wealth Management’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
-3
Closed -$329 – 1689
2026
Q1 		$329 Buy
+3
New +$320 ﹤0.01% 1110
2025
Q4 		– Sell
-104
Closed -$11K – 1202
2025
Q3 		$11K Hold
104
– – ﹤0.01% 340
2025
Q2 		$12.2K Buy
+104
New +$11.6K ﹤0.01% 341

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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Raffa Wealth Management's EXE Position: Q2 2026 in Review

Raffa Wealth Management sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 3 shares — an estimated $329 sold.

Raffa Wealth Management first reported a position in EXE in Q2 2025 and held it in 3 quarters. The position peaked at $12.2K in Q2 2025. 792 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Raffa Wealth Management reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 3 Expand Energy Corp shares in Q2 2026, an estimated $329.
  • Raffa Wealth Management first reported a position in Expand Energy Corp in Q2 2025 and held it in 3 quarters.
  • Raffa Wealth Management's Expand Energy Corp position peaked at $12.2K in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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