BPA
EXE

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Beacon Pointe Advisors's EXE Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Expand Energy Corp (EXE) stake by 2.9% in Q1 2026, selling an estimated $29.5K and leaving 9,228 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #989.

Beacon Pointe Advisors first reported a position in EXE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Beacon Pointe Advisors held 9,228 shares of Expand Energy Corp worth $1.01M as of Q1 2026.
  • Beacon Pointe Advisors sold 276 Expand Energy Corp shares in Q1 2026, an estimated $29.5K.
  • Expand Energy Corp made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #989 holding.
  • Beacon Pointe Advisors first reported a position in Expand Energy Corp in Q3 2024 and has held it in 7 quarters since.
  • Beacon Pointe Advisors's Expand Energy Corp position peaked at $1.05M in Q4 2025.
  • 890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.