WealthTrust Asset Management’s Expand Energy Corp EXE Stock Holding History

WealthTrust Asset Management’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	$615K	Sell	6,744 -225	-3%	-$21.4K	0.33%	55
2026 Q1	$765K	Sell	6,969 -37	-0.5%	-$3.95K	0.46%	41
2025 Q4	$773K	Sell	7,006 -242	-3%	-$26.8K	0.54%	45
2025 Q3	$770K	Sell	7,248 -286	-4%	-$28.7K	0.53%	46
2025 Q2	$881K	Buy	+7,534	New	+$841K	0.66%	40
2023 Q1	–	Sell	-8,351	Closed	-$788K	–	83
2022 Q4	$788K	Buy	+8,351	New	+$827K	0.76%	36

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

WealthTrust Asset Management's EXE Position: Q2 2026 in Review

WealthTrust Asset Management reduced its Expand Energy Corp (EXE) stake by 3.2% in Q2 2026, selling an estimated $21.4K and leaving 6,744 shares worth $615K. The position accounts for 0.33% of the portfolio, ranked #55.

WealthTrust Asset Management first reported a position in EXE in Q4 2022 and has held it in 6 quarters since. The position peaked at $881K in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

WealthTrust Asset Management held 6,744 shares of Expand Energy Corp worth $615K as of Q2 2026.
WealthTrust Asset Management sold 225 Expand Energy Corp shares in Q2 2026, an estimated $21.4K.
Expand Energy Corp made up 0.33% of WealthTrust Asset Management's portfolio in Q2 2026, its #55 holding.
WealthTrust Asset Management first reported a position in Expand Energy Corp in Q4 2022 and has held it in 6 quarters since.
WealthTrust Asset Management's Expand Energy Corp position peaked at $881K in Q2 2025.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.