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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Savvy Advisors Inc's EXE Position: Q1 2026 in Review

Savvy Advisors Inc increased its Expand Energy Corp (EXE) stake by 21% in Q1 2026, buying an estimated $63.7K and bringing the position to 3,402 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #776.

Savvy Advisors Inc first reported a position in EXE in Q4 2025 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Savvy Advisors Inc held 3,402 shares of Expand Energy Corp worth $373K as of Q1 2026.
  • Savvy Advisors Inc bought 597 Expand Energy Corp shares in Q1 2026, an estimated $63.7K.
  • Expand Energy Corp made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #776 holding.
  • Savvy Advisors Inc first reported a position in Expand Energy Corp in Q4 2025 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.