SFA
EXE

Souders Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Souders Financial 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 		– Sell
-2,408
Closed -$264K – 240
2026
Q1 		$264K Buy
2,408
+80
+3% +$8.54K 0.03% 195
2025
Q4 		$257K Buy
+2,328
New +$258K 0.03% 190

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Souders Financial Advisors's EXE Position: Q2 2026 in Review

Souders Financial Advisors sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,408 shares — an estimated $264K sold.

Souders Financial Advisors first reported a position in EXE in Q4 2025 and held it in 2 quarters. The position peaked at $264K in Q1 2026. 406 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Souders Financial Advisors reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 2,408 Expand Energy Corp shares in Q2 2026, an estimated $264K.
  • Souders Financial Advisors first reported a position in Expand Energy Corp in Q4 2025 and held it in 2 quarters.
  • Souders Financial Advisors's Expand Energy Corp position peaked at $264K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.