WAG
EXE

Wilkerson Advisory Group’s Expand Energy Corp EXE Stock Holding History

Wilkerson Advisory Group’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 		$4.01K Buy
44
+3
+7% +$285 ﹤0.01% 505
2026
Q1 		$4.5K Buy
41
+10
+32% +$1.07K ﹤0.01% 489
2025
Q4 		$3.42K Buy
+31
New +$3.44K ﹤0.01% 469

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

Wilkerson Advisory Group's EXE Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Expand Energy Corp (EXE) stake by 7.3% in Q2 2026, buying an estimated $285 and bringing the position to 44 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Wilkerson Advisory Group first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.5K in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Wilkerson Advisory Group held 44 shares of Expand Energy Corp worth $4.01K as of Q2 2026.
  • Wilkerson Advisory Group bought 3 Expand Energy Corp shares in Q2 2026, an estimated $285.
  • Expand Energy Corp made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #505 holding.
  • Wilkerson Advisory Group first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Expand Energy Corp position peaked at $4.5K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.