True Wealth Design’s Expand Energy Corp EXE Stock Holding History

True Wealth Design’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	$43.2K	Sell	474 -252	-35%	-$23.9K	0.01%	552
2026 Q1	$79.7K	Buy	726 +552	+317%	+$58.9K	0.02%	269
2025 Q4	$19.2K	Buy	174 +9	+5%	+$998	0.01%	624
2025 Q3	$17.5K	Buy	165 +130	+371%	+$13K	0.01%	657
2025 Q2	$4.09K	Buy	35 +4	+13%	+$446	﹤0.01%	882
2025 Q1	$3.45K	Buy	31 +22	+244%	+$2.29K	﹤0.01%	803
2024 Q4	$896	Buy	9 +1	+13%	+$92	﹤0.01%	966
2024 Q3	$658	Sell	8 -2	-20%	-$153	﹤0.01%	1052
2024 Q2	$822	Buy	10 +3	+43%	+$265	﹤0.01%	553
2024 Q1	$622	Buy	7 +3	+75%	+$241	﹤0.01%	583
2023 Q4	$308	Hold	4	–	–	﹤0.01%	597
2023 Q3	$345	Buy	4 +2	+100%	+$170	﹤0.01%	522
2023 Q2	$168	Hold	2	–	–	﹤0.01%	676
2023 Q1	$153	Buy	2 +1	+100%	+$82	﹤0.01%	763
2022 Q4	$94	Buy	+1	New	+$99	﹤0.01%	735

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

True Wealth Design's EXE Position: Q2 2026 in Review

True Wealth Design reduced its Expand Energy Corp (EXE) stake by 35% in Q2 2026, selling an estimated $23.9K and leaving 474 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #552.

True Wealth Design first reported a position in EXE in Q4 2022 and has held it in 15 quarters since. The position peaked at $79.7K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

True Wealth Design held 474 shares of Expand Energy Corp worth $43.2K as of Q2 2026.
True Wealth Design sold 252 Expand Energy Corp shares in Q2 2026, an estimated $23.9K.
Expand Energy Corp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #552 holding.
True Wealth Design first reported a position in Expand Energy Corp in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Expand Energy Corp position peaked at $79.7K in Q1 2026.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.