Expand Energy Corporation
MX ˙ BMV ˙ US1651677353
SecurityMX:EXE / Expand Energy Corporation
InstitutionWealth Enhancement Advisory Services, Llc
Latest Disclosed Ownership55,842 shares
Latest Disclosed Value $ 5,137,830
Wealth Enhancement Advisory Services, Llc reports 122.40% increase in ownership of EXE / Expand Energy Corporation

On April 8, 2026 - Wealth Enhancement Advisory Services, Llc filed a 13F-HR form disclosing ownership of 55,842 shares of Expand Energy Corporation (MX:EXE) valued at $5,137,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 25,109 shares of Expand Energy Corporation. This represents a change in shares of 122.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F EXPAND ENERGY COM 165167735 55,842 30,733 122.40 5,138 94.44 0.0061
2026-01-08 2025-12-31 13F EXPAND ENERGY COM 165167735 25,109 4,420 21.36 2,643 17.16 0.0036
2025-10-29 2025-09-30 13F EXPAND ENERGY COM 165167735 20,689 10,081 95.03 2,255 95.58 0.0034
2025-07-10 2025-06-30 13F EXPAND ENERGY COM 165167735 10,608 15 0.14 1,154 -2.21 0.0019
2025-04-16 2025-03-31 13F EXPAND ENERGY COM 165167735 10,593 1,142 12.08 1,179 25.43 0.0023
2025-03-17 2024-12-31 13F/A-1 EXPAND ENERGY COM 165167735 9,451 -19,366 -67.20 941 -60.34 0.0018
2025-01-10 2024-12-31 13F CHESAPEAKE ENERGY COM 165167735 28,828 11 2,371 0.0048
2024-10-24 2024-09-30 13F CHESAPEAKE ENERGY COM 165167735 28,817 -412 -1.41 2,370 -1.33 0.0051
2024-07-16 2024-06-30 13F CHESAPEAKE ENERGY COM 165167735 29,229 25,600 705.43 2,402 645.96 0.0057
2024-04-15 2024-03-31 13F CHESAPEAKE ENERGY COM 165167735 3,629 911 33.52 322 54.07 0.0008
2024-01-30 2023-12-31 13F CHESAPEAKE ENERGY COM 165167735 2,718 2,718 209 0.0006
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.