SW
EXE

Simplicity Wealth’s Expand Energy Corp EXE Stock Holding History

Simplicity Wealth’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 		$305K Buy
+3,344
New +$318K 0.01% 834

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

Simplicity Wealth's EXE Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Expand Energy Corp (EXE) in Q2 2026: 3,344 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #834 among its holdings.

847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Simplicity Wealth held 3,344 shares of Expand Energy Corp worth $305K as of Q2 2026.
  • Expand Energy Corp was a new Simplicity Wealth position in Q2 2026.
  • Expand Energy Corp made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #834 holding.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.