VWA
EXE

Valued Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

Valued 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 		$8.57K Buy
78
+74
+1,850% +$7.9K ﹤0.01% 318
2025
Q4 		$445 Hold
4
– – ﹤0.01% 548
2025
Q3 		$428 Hold
4
– – ﹤0.01% 534
2025
Q2 		$471 Hold
4
– – ﹤0.01% 521
2025
Q1 		$449 Hold
4
– – ﹤0.01% 561
2024
Q4 		$401 Hold
4
– – ﹤0.01% 569
2024
Q3 		$330 Sell
4
-14
-78% -$1.07K ﹤0.01% 567
2024
Q2 		$1.48K Buy
18
+2
+13% +$177 ﹤0.01% 402
2024
Q1 		$1.42K Buy
16
+13
+433% +$1.04K ﹤0.01% 403
2023
Q4 		$259 Buy
+3
New +$246 ﹤0.01% 481

Other funds holding EXE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return