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PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position 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, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $617,759 across 5 Oil & Gas E&P names. EXE ranks #1 (70.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EXE
EXPAND ENERGY Corp
This page
4,775 $435,432

All Filings in EXE

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $435,432 4,775
2026-03-31 $548,131 4,993
2025-12-31 $576,631 5,225