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 Q2	$1.37K	Sell	15 -36,780	-100%	-$3.49M	﹤0.01%	205
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Accordant Advisory Group's EXE Position: Q2 2026 in Review

Accordant Advisory Group reduced its Expand Energy Corp (EXE) stake by 100% in Q2 2026, selling an estimated $3.49M and leaving 15 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Accordant Advisory Group first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.04M in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Accordant Advisory Group held 15 shares of Expand Energy Corp worth $1.37K as of Q2 2026.
Accordant Advisory Group sold 36,780 Expand Energy Corp shares in Q2 2026, an estimated $3.49M.
Expand Energy Corp made up ﹤0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #205 holding.
Accordant Advisory Group first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
Accordant Advisory Group's Expand Energy Corp position peaked at $4.04M in Q1 2026.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.