Adams Natural Resources Fund’s Expand Energy Corp EXE Stock Holding History

Adams Natural Resources Fund’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	$8.07M	Buy	88,500 +42,100	+91%	+$4M	1.06%	26
2026 Q1	$5.09M	Hold	46,400	–	–	0.59%	31
2025 Q4	$5.12M	Hold	46,400	–	–	0.78%	27
2025 Q3	$4.93M	Sell	46,400 -62,300	-57%	-$6.25M	0.75%	28
2025 Q2	$12.7M	Sell	108,700 -1,400	-1%	-$156K	2.01%	15
2025 Q1	$12.3M	Buy	110,100 +45,000	+69%	+$4.68M	1.8%	17
2024 Q4	$6.48M	Buy	65,100 +9,600	+17%	+$886K	1.02%	22
2024 Q3	$4.56M	Hold	55,500	–	–	0.68%	30
2024 Q2	$4.56M	Buy	55,500 +15,300	+38%	+$1.35M	0.67%	30
2024 Q1	$3.57M	Buy	+40,200	New	+$3.23M	0.5%	35

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

Adams Natural Resources Fund's EXE Position: Q2 2026 in Review

Adams Natural Resources Fund increased its Expand Energy Corp (EXE) stake by 91% in Q2 2026, buying an estimated $4M and bringing the position to 88,500 shares worth $8.07M. The position accounts for 1.06% of the portfolio, ranked #26.

Adams Natural Resources Fund first reported a position in EXE in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.7M in Q2 2025. 850 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Adams Natural Resources Fund held 88,500 shares of Expand Energy Corp worth $8.07M as of Q2 2026.
Adams Natural Resources Fund bought 42,100 Expand Energy Corp shares in Q2 2026, an estimated $4M.
Expand Energy Corp made up 1.06% of Adams Natural Resources Fund's portfolio in Q2 2026, its #26 holding.
Adams Natural Resources Fund first reported a position in Expand Energy Corp in Q1 2024 and has held it in 10 quarters since.
Adams Natural Resources Fund's Expand Energy Corp position peaked at $12.7M in Q2 2025.
850 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Adams Natural Resources Fund's 13F filing for Q2 2026, filed 22 Jul 2026.