U.S. Capital Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

U.S. Capital Wealth Advisors’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	$790K	Buy	7,192 +3,180	+79%	+$340K	0.02%	573
2025 Q4	$443K	Buy	4,012 +579	+17%	+$64.2K	0.01%	690
2025 Q3	$365K	Sell	3,433 -52	-1%	-$5.22K	0.01%	711
2025 Q2	$408K	Buy	3,485 +24	+0.7%	+$2.68K	0.01%	651
2025 Q1	$385K	Buy	+3,461	New	+$360K	0.01%	640

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

U.S. Capital Wealth Advisors's EXE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Expand Energy Corp (EXE) stake by 79% in Q1 2026, buying an estimated $340K and bringing the position to 7,192 shares worth $790K. The position accounts for 0.02% of the portfolio, ranked #573.

U.S. Capital Wealth Advisors first reported a position in EXE in Q1 2025 and has held it in 5 quarters since. 891 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

U.S. Capital Wealth Advisors held 7,192 shares of Expand Energy Corp worth $790K as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,180 Expand Energy Corp shares in Q1 2026, an estimated $340K.
Expand Energy Corp made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #573 holding.
U.S. Capital Wealth Advisors first reported a position in Expand Energy Corp in Q1 2025 and has held it in 5 quarters since.
891 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.