Aptus Capital Advisors’s Expand Energy Corp EXE Stock Holding History

Aptus 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	$531K	Sell	5,827 -28	-0.5%	-$2.66K	﹤0.01%	771
2026 Q1	$643K	Sell	5,855 -246	-4%	-$26.3K	0.01%	657
2025 Q4	$673K	Sell	6,101 -369	-6%	-$40.9K	﹤0.01%	668
2025 Q3	$687K	Sell	6,470 -1,007	-13%	-$101K	0.01%	629
2025 Q2	$874K	Sell	7,477 -337	-4%	-$37.6K	0.01%	557
2025 Q1	$870K	Buy	7,814 +2,346	+43%	+$244K	0.01%	530
2024 Q4	$544K	Buy	+5,468	New	+$505K	0.01%	610

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

Aptus Capital Advisors's EXE Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Expand Energy Corp (EXE) stake by 0.48% in Q2 2026, selling an estimated $2.66K and leaving 5,827 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Aptus Capital Advisors first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $874K in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Aptus Capital Advisors held 5,827 shares of Expand Energy Corp worth $531K as of Q2 2026.
Aptus Capital Advisors sold 28 Expand Energy Corp shares in Q2 2026, an estimated $2.66K.
Expand Energy Corp made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #771 holding.
Aptus Capital Advisors first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's Expand Energy Corp position peaked at $874K in Q2 2025.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.