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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

EXE holding history

Expand Energy Corp in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXE overviewAll 13F holders of EXEFull Q2 2026 holdings

Shares (Q2 2026)
167,650
Value
$15.3M
% of portfolio
0.4%
Quarters held
9
Since Q2 2023
Holdings of EXE by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026167,650$15.3M0.4%+137,816+461.9%AddedHolders
Q1 202629,834$3.28M0.1%+8,802+41.9%AddedHolders
Q4 202521,032$2.32M0.1%+9,927+89.4%AddedHolders
Q3 202511,105$1.18M<0.1%+4,814+76.5%AddedHolders
Q2 20256,291$735.7K<0.1%−37−0.6%ReducedHolders
Q1 20256,328$704.4K<0.1%−4,405−41.0%ReducedHolders
Q4 202410,733$1.07M<0.1%+10,733NewHolders
Q4 20230$00.0%−10,329−100.0%Sold outHolders
Q3 202310,329$890.7K<0.1%+3,717+56.2%AddedHolders
Q2 20236,612$553.3K<0.1%+6,612NewHolders