Planning Strategies Inc.’s Expand Energy Corp EXE Stock Holding History

Planning Strategies Inc.’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	$730	Buy	+8	New	+$760	﹤0.01%	795

Other funds holding EXE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCP

TMB Capital Partners Little Rock, Arkansas $321M AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Planning Strategies Inc.'s EXE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Expand Energy Corp (EXE) in Q2 2026: 8 shares worth $730. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

248 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Planning Strategies Inc. held 8 shares of Expand Energy Corp worth $730 as of Q2 2026.
Expand Energy Corp was a new Planning Strategies Inc. position in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #795 holding.
248 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.