AlphaCore Capital’s Expand Energy Corp EXE Stock Holding History

AlphaCore Capital’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	$3.76M	Buy	41,217 +1,504	+4%	+$143K	0.07%	229
2026 Q1	$4.36M	Buy	39,713 +441	+1%	+$47.1K	0.1%	173
2025 Q4	$4.33M	Buy	39,272 +4,495	+13%	+$498K	0.1%	180
2025 Q3	$3.69M	Sell	34,777 -2,275	-6%	-$228K	0.12%	134
2025 Q2	$4.33M	Buy	37,052 +2,014	+6%	+$225K	0.16%	109
2025 Q1	$3.9M	Buy	35,038 +16,609	+90%	+$1.73M	0.33%	64
2024 Q4	$1.83M	Buy	+18,429	New	+$1.7M	0.4%	46

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

AlphaCore Capital's EXE Position: Q2 2026 in Review

AlphaCore Capital increased its Expand Energy Corp (EXE) stake by 3.8% in Q2 2026, buying an estimated $143K and bringing the position to 41,217 shares worth $3.76M. The position accounts for 0.07% of the portfolio, ranked #229.

AlphaCore Capital first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.36M in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

AlphaCore Capital held 41,217 shares of Expand Energy Corp worth $3.76M as of Q2 2026.
AlphaCore Capital bought 1,504 Expand Energy Corp shares in Q2 2026, an estimated $143K.
Expand Energy Corp made up 0.07% of AlphaCore Capital's portfolio in Q2 2026, its #229 holding.
AlphaCore Capital first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
AlphaCore Capital's Expand Energy Corp position peaked at $4.36M in Q1 2026.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.