BFS
EXE

Bare Financial Services’s Expand Energy Corp EXE Stock Holding History

Bare Financial Services’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 		$1K Hold
11
– – ﹤0.01% 1387
2026
Q1 		$1.21K Hold
11
– – ﹤0.01% 1171
2025
Q4 		$1.21K Hold
11
– – ﹤0.01% 1049
2025
Q3 		$1.17K Hold
11
– – ﹤0.01% 974
2025
Q2 		$1.29K Hold
11
– – ﹤0.01% 838
2025
Q1 		$1.23K Buy
+11
New +$1.14K ﹤0.01% 481

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

Bare Financial Services's EXE Position: Q2 2026 in Review

Bare Financial Services held its Expand Energy Corp (EXE) position steady in Q2 2026 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Bare Financial Services first reported a position in EXE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29K in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Bare Financial Services held 11 shares of Expand Energy Corp worth $1K as of Q2 2026.
  • Bare Financial Services left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1387 holding.
  • Bare Financial Services first reported a position in Expand Energy Corp in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Expand Energy Corp position peaked at $1.29K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.