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
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 $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