AGWCA
EXE

Annis Gardner Whiting Capital Advisors’s Expand Energy Corp EXE Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-177
Closed -$19.4K – 1317
2026
Q1 		$19.4K Buy
177
+32
+22% +$3.42K ﹤0.01% 739
2025
Q4 		$16K Buy
145
+70
+93% +$7.76K ﹤0.01% 695
2025
Q3 		$7.97K Sell
75
-86
-53% -$8.63K ﹤0.01% 735
2025
Q2 		$18.8K Buy
161
+94
+140% +$10.5K 0.01% 580
2025
Q1 		$7.46K Hold
67
– – ﹤0.01% 582
2024
Q4 		$6.67K Buy
+67
New +$6.18K ﹤0.01% 584

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

Annis Gardner Whiting Capital Advisors's EXE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 177 shares — an estimated $19.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EXE in Q4 2024 and held it in 6 quarters. The position peaked at $19.4K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 177 Expand Energy Corp shares in Q2 2026, an estimated $19.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Expand Energy Corp in Q4 2024 and held it in 6 quarters.
  • Annis Gardner Whiting Capital Advisors's Expand Energy Corp position peaked at $19.4K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.