Toth Financial Advisory’s Expand Energy Corp EXE Stock Holding History

Toth Financial Advisory’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	$123K	Sell	1,346 -825	-38%	-$78.4K	0.01%	274
2026 Q1	$238K	Sell	2,171 -4,000	-65%	-$427K	0.03%	205
2025 Q4	$681K	Buy	6,171 +5,021	+437%	+$557K	0.07%	153
2025 Q3	$122K	Sell	1,150 -8,290	-88%	-$832K	0.01%	248
2025 Q2	$1.1M	Buy	9,440 +5,840	+162%	+$652K	0.13%	121
2025 Q1	$401K	Buy	+3,600	New	+$375K	0.05%	171

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 $3.37T AUM 44.26% 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

Toth Financial Advisory's EXE Position: Q2 2026 in Review

Toth Financial Advisory reduced its Expand Energy Corp (EXE) stake by 38% in Q2 2026, selling an estimated $78.4K and leaving 1,346 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #274.

Toth Financial Advisory first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q2 2025. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Toth Financial Advisory held 1,346 shares of Expand Energy Corp worth $123K as of Q2 2026.
Toth Financial Advisory sold 825 Expand Energy Corp shares in Q2 2026, an estimated $78.4K.
Expand Energy Corp made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #274 holding.
Toth Financial Advisory first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
Toth Financial Advisory's Expand Energy Corp position peaked at $1.1M in Q2 2025.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.