SW
EXE

SteelPeak Wealth’s Expand Energy Corp EXE Stock Holding History

SteelPeak 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 		$485K Buy
5,320
+1,154
+28% +$110K 0.01% 436
2026
Q1 		$457K Sell
4,166
-25
-0.6% -$2.67K 0.01% 391
2025
Q4 		$463K Sell
4,191
-6,791
-62% -$753K 0.02% 364
2025
Q3 		$1.17M Buy
10,982
+3,872
+54% +$389K 0.04% 272
2025
Q2 		$831K Buy
7,110
+4,834
+212% +$539K 0.03% 300
2025
Q1 		$253K Buy
+2,276
New +$237K 0.01% 451

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

SteelPeak Wealth's EXE Position: Q2 2026 in Review

SteelPeak Wealth increased its Expand Energy Corp (EXE) stake by 28% in Q2 2026, buying an estimated $110K and bringing the position to 5,320 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #436.

SteelPeak Wealth first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2025. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • SteelPeak Wealth held 5,320 shares of Expand Energy Corp worth $485K as of Q2 2026.
  • SteelPeak Wealth bought 1,154 Expand Energy Corp shares in Q2 2026, an estimated $110K.
  • Expand Energy Corp made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #436 holding.
  • SteelPeak Wealth first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
  • SteelPeak Wealth's Expand Energy Corp position peaked at $1.17M in Q3 2025.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.