Sound Income Strategies’s Expand Energy Corp EXE Stock Holding History

Sound Income Strategies’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	-40	Closed	-$4.26K	–	2508
2026 Q1	$4.26K	Buy	40 +38	+1,900%	+$4.06K	﹤0.01%	1899
2025 Q4	$200	Buy	+2	New	+$222	﹤0.01%	2432
2023 Q2	–	Sell	-18	Closed	-$1.37K	–	1180
2023 Q1	$1.37K	Hold	18	–	–	﹤0.01%	897
2022 Q4	$1.7K	Hold	18	–	–	﹤0.01%	789
2022 Q3	$2K	Buy	+18	New	+$1.69K	﹤0.01%	748

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Sound Income Strategies's EXE Position: Q2 2026 in Review

Sound Income Strategies sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 40 shares — an estimated $4.26K sold.

Sound Income Strategies first reported a position in EXE in Q3 2022 and held it in 5 quarters. The position peaked at $4.26K in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Sound Income Strategies reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 40 Expand Energy Corp shares in Q2 2026, an estimated $4.26K.
Sound Income Strategies first reported a position in Expand Energy Corp in Q3 2022 and held it in 5 quarters.
Sound Income Strategies's Expand Energy Corp position peaked at $4.26K in Q1 2026.
854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.