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 Q2	$1.55K	Sell	17 -61	-78%	-$5.79K	﹤0.01%	716
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 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

Valued Wealth Advisors's EXE Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Expand Energy Corp (EXE) stake by 78% in Q2 2026, selling an estimated $5.79K and leaving 17 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Valued Wealth Advisors first reported a position in EXE in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.57K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Valued Wealth Advisors held 17 shares of Expand Energy Corp worth $1.55K as of Q2 2026.
Valued Wealth Advisors sold 61 Expand Energy Corp shares in Q2 2026, an estimated $5.79K.
Expand Energy Corp made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #716 holding.
Valued Wealth Advisors first reported a position in Expand Energy Corp in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Expand Energy Corp position peaked at $8.57K in Q1 2026.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.