Anchor Investment Management’s Expand Energy Corp EXE Stock Holding History

Anchor Investment Management’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	$6.2K	Hold	68	–	–	﹤0.01%	962
2026 Q1	$7.46K	Sell	68 -98	-59%	-$10.5K	﹤0.01%	851
2025 Q4	$18.3K	Buy	166 +6	+4%	+$665	﹤0.01%	739
2025 Q3	$17K	Hold	160	–	–	﹤0.01%	747
2025 Q2	$18.7K	Sell	160 -5	-3%	-$558	﹤0.01%	727
2025 Q1	$18.4K	Hold	165	–	–	﹤0.01%	722
2024 Q4	$16.4K	Buy	165 +44	+36%	+$4.06K	﹤0.01%	742
2024 Q3	$9.95K	Sell	121 -19	-14%	-$1.45K	﹤0.01%	785
2024 Q2	$11.5K	Hold	140	–	–	﹤0.01%	727
2024 Q1	$12.4K	Hold	140	–	–	﹤0.01%	741
2023 Q4	$10.8K	Hold	140	–	–	﹤0.01%	735
2023 Q3	$12.1K	Hold	140	–	–	﹤0.01%	720
2023 Q2	$11.7K	Hold	140	–	–	﹤0.01%	715
2023 Q1	$10.6K	Hold	140	–	–	﹤0.01%	736
2022 Q4	$13.2K	Buy	140 +102	+268%	+$10.1K	﹤0.01%	683
2022 Q3	$3.58K	Sell	38 -11	-22%	-$1.03K	﹤0.01%	843
2022 Q2	$3.97K	Hold	49	–	–	﹤0.01%	839
2022 Q1	$4.26K	Sell	49 -16	-25%	-$1.17K	﹤0.01%	863
2021 Q4	$4.19K	Buy	65 +15	+30%	+$952	﹤0.01%	887
2021 Q3	$3.08K	Hold	50	–	–	﹤0.01%	824
2021 Q2	$2.6K	Sell	50 -9	-15%	-$449	﹤0.01%	859
2021 Q1	$2.56K	Buy	+59	New	+$2.6K	﹤0.01%	850

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

Anchor Investment Management's EXE Position: Q2 2026 in Review

Anchor Investment Management held its Expand Energy Corp (EXE) position steady in Q2 2026 at 68 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Anchor Investment Management first reported a position in EXE in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.7K in Q2 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Anchor Investment Management held 68 shares of Expand Energy Corp worth $6.2K as of Q2 2026.
Anchor Investment Management left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #962 holding.
Anchor Investment Management first reported a position in Expand Energy Corp in Q1 2021 and has held it in 22 quarters since.
Anchor Investment Management's Expand Energy Corp position peaked at $18.7K in Q2 2025.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.