SWM
EXE

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

SHP 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
Q1 		$1.87K Buy
+17
New +$1.81K ﹤0.01% 1297

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

SHP Wealth Management's EXE Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Expand Energy Corp (EXE) in Q1 2026: 17 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings.

894 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • SHP Wealth Management held 17 shares of Expand Energy Corp worth $1.87K as of Q1 2026.
  • Expand Energy Corp was a new SHP Wealth Management position in Q1 2026.
  • Expand Energy Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1297 holding.
  • 894 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.