AIA
EXE

Affinity Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Affinity Investment 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 		$589K Buy
+6,457
New +$613K 0.3% 85
2025
Q4 		– Sell
-2,797
Closed -$297K – 155
2025
Q3 		$297K Buy
2,797
+200
+8% +$20.1K 0.2% 106
2025
Q2 		$304K Buy
+2,597
New +$290K 0.23% 106

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 $3.38T AUM 44.17% 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

Affinity Investment Advisors's EXE Position: Q2 2026 in Review

Affinity Investment Advisors opened a new position in Expand Energy Corp (EXE) in Q2 2026: 6,457 shares worth $589K. The stake represents 0.3% of the portfolio and ranks #85 among its holdings. This is a return to the name: Affinity Investment Advisors previously reported a position in EXE as recently as Q3 2025.

Affinity Investment Advisors first reported a position in EXE in Q2 2025 and has held it in 3 quarters since. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Affinity Investment Advisors held 6,457 shares of Expand Energy Corp worth $589K as of Q2 2026.
  • Expand Energy Corp was a new Affinity Investment Advisors position in Q2 2026.
  • Expand Energy Corp made up 0.3% of Affinity Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Affinity Investment Advisors first reported a position in Expand Energy Corp in Q2 2025 and has held it in 3 quarters since.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.