AIS
EXE

Advocate Investing Services’s Expand Energy Corp EXE Stock Holding History

Advocate Investing Services’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 		$1.28K Hold
14
– – ﹤0.01% 407
2026
Q1 		$1.54K Hold
14
– – ﹤0.01% 382
2025
Q4 		$1.54K Buy
+14
New +$1.55K ﹤0.01% 362

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

Advocate Investing Services's EXE Position: Q2 2026 in Review

Advocate Investing Services held its Expand Energy Corp (EXE) position steady in Q2 2026 at 14 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Advocate Investing Services first reported a position in EXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54K in Q4 2025. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Advocate Investing Services held 14 shares of Expand Energy Corp worth $1.28K as of Q2 2026.
  • Advocate Investing Services left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #407 holding.
  • Advocate Investing Services first reported a position in Expand Energy Corp in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Expand Energy Corp position peaked at $1.54K in Q4 2025.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.