AFCM
EXE

Applied Finance Capital Management’s Expand Energy Corp EXE Stock Holding History

Applied Finance Capital 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 		$327K Buy
+3,584
New +$340K 0.02% 176
2025
Q2 		– Sell
-4,342
Closed -$483K – 370
2025
Q1 		$483K Sell
4,342
-1,017
-19% -$106K 0.04% 196
2024
Q4 		$533K Buy
5,359
+2,252
+72% +$208K 0.02% 195
2024
Q3 		$256K Sell
3,107
-459
-13% -$35K 0.01% 269
2024
Q2 		$293K Buy
+3,566
New +$315K 0.01% 256

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

Applied Finance Capital Management's EXE Position: Q2 2026 in Review

Applied Finance Capital Management opened a new position in Expand Energy Corp (EXE) in Q2 2026: 3,584 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: Applied Finance Capital Management previously reported a position in EXE as recently as Q1 2025.

Applied Finance Capital Management first reported a position in EXE in Q2 2024 and has held it in 5 quarters since. The position peaked at $533K in Q4 2024. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Applied Finance Capital Management held 3,584 shares of Expand Energy Corp worth $327K as of Q2 2026.
  • Expand Energy Corp was a new Applied Finance Capital Management position in Q2 2026.
  • Expand Energy Corp made up 0.02% of Applied Finance Capital Management's portfolio in Q2 2026, its #176 holding.
  • Applied Finance Capital Management first reported a position in Expand Energy Corp in Q2 2024 and has held it in 5 quarters since.
  • Applied Finance Capital Management's Expand Energy Corp position peaked at $533K in Q4 2024.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.