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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WealthTrust Asset Management's EXE Position: Q1 2026 in Review

WealthTrust Asset Management reduced its Expand Energy Corp (EXE) stake by 0.53% in Q1 2026, selling an estimated $3.95K and leaving 6,969 shares worth $765K. The position accounts for 0.46% of the portfolio, ranked #41.

WealthTrust Asset Management first reported a position in EXE in Q4 2022 and has held it in 5 quarters since. The position peaked at $881K in Q2 2025. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

WealthTrust Asset Management held 6,969 shares of Expand Energy Corp worth $765K as of Q1 2026.
WealthTrust Asset Management sold 37 Expand Energy Corp shares in Q1 2026, an estimated $3.95K.
Expand Energy Corp made up 0.46% of WealthTrust Asset Management's portfolio in Q1 2026, its #41 holding.
WealthTrust Asset Management first reported a position in Expand Energy Corp in Q4 2022 and has held it in 5 quarters since.
WealthTrust Asset Management's Expand Energy Corp position peaked at $881K in Q2 2025.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.