Wealth Enhancement Advisory Services
EXE

Wealth Enhancement Advisory Services’s Expand Energy Corp EXE Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.83M Buy
61,929
+6,087
+11% +$578K 0.01% 1026
2026
Q1 		$5.14M Buy
55,842
+30,733
+122% +$3.28M 0.01% 889
2025
Q4 		$2.64M Buy
25,109
+4,420
+21% +$490K ﹤0.01% 1362
2025
Q3 		$2.26M Buy
20,689
+10,081
+95% +$1.01M ﹤0.01% 1362
2025
Q2 		$1.15M Buy
10,608
+15
+0.1% +$1.67K ﹤0.01% 1665
2025
Q1 		$1.18M Buy
10,593
+1,142
+12% +$119K ﹤0.01% 1520
2024
Q4 		$941K Sell
9,451
-19,366
-67% -$1.79M ﹤0.01% 1582
2024
Q3 		$2.37M Sell
28,817
-412
-1% -$31.5K 0.01% 977
2024
Q2 		$2.4M Buy
29,229
+25,600
+705% +$2.26M 0.01% 918
2024
Q1 		$322K Buy
3,629
+911
+34% +$73.1K ﹤0.01% 1873
2023
Q4 		$209K Buy
+2,718
New +$223K ﹤0.01% 2072

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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

Wealth Enhancement Advisory Services's EXE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Expand Energy Corp (EXE) stake by 11% in Q2 2026, buying an estimated $578K and bringing the position to 61,929 shares worth $4.83M. The position accounts for 0.01% of the portfolio, ranked #1026.

Wealth Enhancement Advisory Services first reported a position in EXE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.14M in Q1 2026. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 61,929 shares of Expand Energy Corp worth $4.83M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,087 Expand Energy Corp shares in Q2 2026, an estimated $578K.
  • Expand Energy Corp made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1026 holding.
  • Wealth Enhancement Advisory Services first reported a position in Expand Energy Corp in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Expand Energy Corp position peaked at $5.14M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.