WPA
EXE

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

Wealth Preservation 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 		– Sell
-379
Closed -$41.6K – 1001
2026
Q1 		$41.6K Buy
379
+364
+2,427% +$38.9K 0.03% 191
2025
Q4 		$1.66K Sell
15
-7
-32% -$776 ﹤0.01% 539
2025
Q3 		$2.34K Hold
22
– – ﹤0.01% 475
2025
Q2 		$2.57K Sell
22
-18
-45% -$2.01K ﹤0.01% 450
2025
Q1 		$4.45K Buy
+40
New +$4.16K ﹤0.01% 390

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 Preservation Advisors's EXE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 379 shares — an estimated $41.6K sold.

Wealth Preservation Advisors first reported a position in EXE in Q1 2025 and held it in 5 quarters. The position peaked at $41.6K in Q1 2026. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 379 Expand Energy Corp shares in Q2 2026, an estimated $41.6K.
  • Wealth Preservation Advisors first reported a position in Expand Energy Corp in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Expand Energy Corp position peaked at $41.6K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.