SMART Wealth’s Expand Energy Corp EXE Stock Holding History

SMART 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 Q1	–	Sell	-3,114	Closed	-$344K	–	240
2025 Q4	$344K	Buy	+3,114	New	+$345K	0.1%	136

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SMART Wealth's EXE Position: Q1 2026 in Review

SMART Wealth sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 3,114 shares — an estimated $344K sold.

SMART Wealth first reported a position in EXE in Q4 2025 and held it in 1 quarter. The position peaked at $344K in Q4 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

SMART Wealth reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 3,114 Expand Energy Corp shares in Q1 2026, an estimated $344K.
SMART Wealth first reported a position in Expand Energy Corp in Q4 2025 and held it in 1 quarter.
SMART Wealth's Expand Energy Corp position peaked at $344K in Q4 2025.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.