AAG
EXE

Accordant Advisory Group’s Expand Energy Corp EXE Stock Holding History

Accordant Advisory Group’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
Q1 		$4.04M Buy
36,795
+17,022
+86% +$1.82M 2.5% 15
2025
Q4 		$2.18M Sell
19,773
-309
-2% -$34.3K 1.51% 17
2025
Q3 		$2.13M Buy
20,082
+638
+3% +$64K 1.45% 20
2025
Q2 		$2.27M Buy
+19,444
New +$2.17M 1.69% 22

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Accordant Advisory Group's EXE Position: Q1 2026 in Review

Accordant Advisory Group increased its Expand Energy Corp (EXE) stake by 86% in Q1 2026, buying an estimated $1.82M and bringing the position to 36,795 shares worth $4.04M. The position accounts for 2.5% of the portfolio, ranked #15.

Accordant Advisory Group first reported a position in EXE in Q2 2025 and has held it in 4 quarters since. 889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Accordant Advisory Group held 36,795 shares of Expand Energy Corp worth $4.04M as of Q1 2026.
  • Accordant Advisory Group bought 17,022 Expand Energy Corp shares in Q1 2026, an estimated $1.82M.
  • Expand Energy Corp made up 2.5% of Accordant Advisory Group's portfolio in Q1 2026, its #15 holding.
  • Accordant Advisory Group first reported a position in Expand Energy Corp in Q2 2025 and has held it in 4 quarters since.
  • 889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.