PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in EXE — EXPAND ENERGY Corp
CIK 2145782
WALTHAM, MA
Position in EXE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$435,432
-$112,699 QoQ
Shares Held
4,775
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#535
of 845 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $617,759 across 5 Oil & Gas E&P names. EXE ranks #1 (70.5% of the industry book) .
All Filings in EXE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,432 | 4,775 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $548,131 | 4,993 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $576,631 | 5,225 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||