WBI Investments’s Expand Energy Corp EXE Stock Holding History

WBI Investments’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	–	Sell	-2,549	Closed	-$280K	–	378
2026 Q1	$280K	Buy	+2,549	New	+$272K	0.08%	249
2025 Q4	–	Sell	-8,210	Closed	-$872K	–	400
2025 Q3	$872K	Buy	+8,210	New	+$824K	0.22%	123
2023 Q2	–	Sell	-3,059	Closed	-$233K	–	236
2023 Q1	$233K	Buy	+3,059	New	+$252K	0.05%	174
2022 Q2	–	Sell	-10,378	Closed	-$902K	–	217
2022 Q1	$902K	Buy	+10,378	New	+$762K	0.15%	118

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

WBI Investments's EXE Position: Q2 2026 in Review

WBI Investments sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,549 shares — an estimated $280K sold.

WBI Investments first reported a position in EXE in Q1 2022 and held it in 4 quarters. The position peaked at $902K in Q1 2022. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

WBI Investments reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 2,549 Expand Energy Corp shares in Q2 2026, an estimated $280K.
WBI Investments first reported a position in Expand Energy Corp in Q1 2022 and held it in 4 quarters.
WBI Investments's Expand Energy Corp position peaked at $902K in Q1 2022.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.