SWA
EXE

SOA Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

SOA Wealth Advisors’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 		$2.83K Buy
+31
New +$2.94K ﹤0.01% 745

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOA Wealth Advisors's EXE Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Expand Energy Corp (EXE) in Q2 2026: 31 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

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

  • SOA Wealth Advisors held 31 shares of Expand Energy Corp worth $2.83K as of Q2 2026.
  • Expand Energy Corp was a new SOA Wealth Advisors position in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #745 holding.
  • 133 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.