SAI
EXE

Savvy Advisors Inc’s Expand Energy Corp EXE Stock Holding History

Savvy Advisors Inc’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 		$402K Buy
4,408
+1,006
+30% +$95.5K 0.01% 871
2026
Q1 		$373K Buy
3,402
+597
+21% +$63.7K 0.01% 776
2025
Q4 		$310K Buy
+2,805
New +$311K 0.01% 758

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's EXE Position: Q2 2026 in Review

Savvy Advisors Inc increased its Expand Energy Corp (EXE) stake by 30% in Q2 2026, buying an estimated $95.5K and bringing the position to 4,408 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #871.

Savvy Advisors Inc first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Savvy Advisors Inc held 4,408 shares of Expand Energy Corp worth $402K as of Q2 2026.
  • Savvy Advisors Inc bought 1,006 Expand Energy Corp shares in Q2 2026, an estimated $95.5K.
  • Expand Energy Corp made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #871 holding.
  • Savvy Advisors Inc first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.