TWPM
EXE

Total Wealth Planning & Management’s Expand Energy Corp EXE Stock Holding History

Total Wealth Planning & Management’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
-34,295
Closed -$3.78M – 242
2025
Q4 		$3.78M Buy
+34,295
New +$3.8M 2.81% 2

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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

Total Wealth Planning & Management's EXE Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 34,295 shares — an estimated $3.78M sold.

Total Wealth Planning & Management first reported a position in EXE in Q4 2025 and held it in 1 quarter. The position peaked at $3.78M in Q4 2025. 898 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 34,295 Expand Energy Corp shares in Q1 2026, an estimated $3.78M.
  • Total Wealth Planning & Management first reported a position in Expand Energy Corp in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Expand Energy Corp position peaked at $3.78M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.