RWS
EXE

Retirement Wealth Solutions’s Expand Energy Corp EXE Stock Holding History

Retirement Wealth Solutions’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 		$2.37K Sell
26
-18
-41% -$1.71K ﹤0.01% 491
2026
Q1 		$4.83K Buy
44
+10
+29% +$1.07K ﹤0.01% 327
2025
Q4 		$3.75K Buy
34
+10
+42% +$1.11K ﹤0.01% 353
2025
Q3 		$2.55K Buy
+24
New +$2.41K ﹤0.01% 404

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

Retirement Wealth Solutions's EXE Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Expand Energy Corp (EXE) stake by 41% in Q2 2026, selling an estimated $1.71K and leaving 26 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Retirement Wealth Solutions first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.83K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Retirement Wealth Solutions held 26 shares of Expand Energy Corp worth $2.37K as of Q2 2026.
  • Retirement Wealth Solutions sold 18 Expand Energy Corp shares in Q2 2026, an estimated $1.71K.
  • Expand Energy Corp made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #491 holding.
  • Retirement Wealth Solutions first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Expand Energy Corp position peaked at $4.83K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.