Beacon Pointe Advisors’s Expand Energy Corp EXE Stock Holding History

Beacon Pointe 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	$947K	Buy	10,382 +1,154	+13%	+$110K	﹤0.01%	1062
2026 Q1	$1.01M	Sell	9,228 -276	-3%	-$29.5K	0.01%	989
2025 Q4	$1.05M	Sell	9,504 -80	-0.8%	-$8.87K	0.01%	821
2025 Q3	$1.02M	Buy	9,584 +3,055	+47%	+$307K	0.01%	753
2025 Q2	$763K	Buy	6,529 +1,764	+37%	+$197K	0.01%	750
2025 Q1	$530K	Buy	4,765 +272	+6%	+$28.3K	0.01%	834
2024 Q4	$447K	Buy	4,493 +200	+5%	+$18.5K	0.01%	865
2024 Q3	$353K	Buy	+4,293	New	+$328K	﹤0.01%	974

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

Beacon Pointe Advisors's EXE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Expand Energy Corp (EXE) stake by 13% in Q2 2026, buying an estimated $110K and bringing the position to 10,382 shares worth $947K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Beacon Pointe Advisors first reported a position in EXE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Beacon Pointe Advisors held 10,382 shares of Expand Energy Corp worth $947K as of Q2 2026.
Beacon Pointe Advisors bought 1,154 Expand Energy Corp shares in Q2 2026, an estimated $110K.
Expand Energy Corp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1062 holding.
Beacon Pointe Advisors first reported a position in Expand Energy Corp in Q3 2024 and has held it in 8 quarters since.
Beacon Pointe Advisors's Expand Energy Corp position peaked at $1.05M in Q4 2025.
853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.