Wealthcare Advisory Partners’s Expand Energy Corp EXE Stock Holding History

Wealthcare Advisory Partners’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	$424K	Buy	4,653 +1,328	+40%	+$126K	0.01%	759
2026 Q1	$365K	Sell	3,325 -32	-1%	-$3.42K	0.01%	805
2025 Q4	$370K	Sell	3,357 -95	-3%	-$10.5K	0.01%	793
2025 Q3	$367K	Buy	3,452 +338	+11%	+$33.9K	0.01%	772
2025 Q2	$364K	Sell	3,114 -7	-0.2%	-$781	0.01%	728
2025 Q1	$347K	Buy	3,121 +68	+2%	+$7.07K	0.01%	691
2024 Q4	$304K	Buy	+3,053	New	+$282K	0.01%	707
2021 Q2	–	Sell	-2	Closed	–	–	1934
2021 Q1	$0	Buy	+2	New	+$88	﹤0.01%	2120

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

Wealthcare Advisory Partners's EXE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Expand Energy Corp (EXE) stake by 40% in Q2 2026, buying an estimated $126K and bringing the position to 4,653 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #759.

Wealthcare Advisory Partners first reported a position in EXE in Q1 2021 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Wealthcare Advisory Partners held 4,653 shares of Expand Energy Corp worth $424K as of Q2 2026.
Wealthcare Advisory Partners bought 1,328 Expand Energy Corp shares in Q2 2026, an estimated $126K.
Expand Energy Corp made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #759 holding.
Wealthcare Advisory Partners first reported a position in Expand Energy Corp in Q1 2021 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.