AS
EXE

Altshuler Shaham’s Expand Energy Corp EXE Stock Holding History

Altshuler Shaham’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 		$164M Buy
1,803,424
+324,424
+22% +$30.8M 2.05% 12
2026
Q1 		$162M Sell
1,479,000
-237,853
-14% -$25.4M 2.93% 9
2025
Q4 		$189M Buy
1,716,853
+125,094
+8% +$13.9M 2.88% 11
2025
Q3 		$169M Buy
1,591,759
+1,590,091
+95,329% +$160M 2.79% 11
2025
Q2 		$195K Buy
+1,668
New +$186K 0.01% 155
2024
Q2 		– Sell
-379
Closed -$33.7K – 367
2024
Q1 		$33.7K Sell
379
-188
-33% -$15.1K ﹤0.01% 120
2023
Q4 		$43.6K Sell
567
-108
-16% -$8.87K ﹤0.01% 133
2023
Q3 		$58.2K Sell
675
-431
-39% -$36.6K ﹤0.01% 133
2023
Q2 		$92.5K Sell
1,106
-95
-8% -$7.58K ﹤0.01% 137
2023
Q1 		$91.3K Buy
1,201
+59
+5% +$4.86K ﹤0.01% 155
2022
Q4 		$108K Buy
+1,142
New +$113K ﹤0.01% 134

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

Altshuler Shaham's EXE Position: Q2 2026 in Review

Altshuler Shaham increased its Expand Energy Corp (EXE) stake by 22% in Q2 2026, buying an estimated $30.8M and bringing the position to 1,803,424 shares worth $164M. The position accounts for 2.05% of the portfolio, ranked #12.

Altshuler Shaham first reported a position in EXE in Q4 2022 and has held it in 11 quarters since. The position peaked at $189M in Q4 2025. 850 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Altshuler Shaham held 1,803,424 shares of Expand Energy Corp worth $164M as of Q2 2026.
  • Altshuler Shaham bought 324,424 Expand Energy Corp shares in Q2 2026, an estimated $30.8M.
  • Expand Energy Corp made up 2.05% of Altshuler Shaham's portfolio in Q2 2026, its #12 holding.
  • Altshuler Shaham first reported a position in Expand Energy Corp in Q4 2022 and has held it in 11 quarters since.
  • Altshuler Shaham's Expand Energy Corp position peaked at $189M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.