AA
EXE

Addison Advisors’s Expand Energy Corp EXE Stock Holding History

Addison Advisors’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 		$456 Sell
5
-20
-80% -$1.9K ﹤0.01% 665
2026
Q1 		$2.75K Buy
+25
New +$2.67K ﹤0.01% 798

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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

Addison Advisors's EXE Position: Q2 2026 in Review

Addison Advisors reduced its Expand Energy Corp (EXE) stake by 80% in Q2 2026, selling an estimated $1.9K and leaving 5 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Addison Advisors first reported a position in EXE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.75K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Addison Advisors held 5 shares of Expand Energy Corp worth $456 as of Q2 2026.
  • Addison Advisors sold 20 Expand Energy Corp shares in Q2 2026, an estimated $1.9K.
  • Expand Energy Corp made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #665 holding.
  • Addison Advisors first reported a position in Expand Energy Corp in Q1 2026 and has held it in 2 quarters since.
  • Addison Advisors's Expand Energy Corp position peaked at $2.75K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.