Bell Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Bell Investment 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	$3.65K	Sell	40 -109	-73%	-$10.4K	﹤0.01%	1114
2026 Q1	$16.4K	Sell	149 -24	-14%	-$2.56K	﹤0.01%	509
2025 Q4	$19.1K	Buy	173 +7	+4%	+$776	﹤0.01%	461
2025 Q3	$17.6K	Hold	166	–	–	﹤0.01%	445
2025 Q2	$19.4K	Hold	166	–	–	﹤0.01%	434
2025 Q1	$18.5K	Hold	166	–	–	﹤0.01%	412
2024 Q4	$16.5K	Buy	166 +137	+472%	+$12.6K	﹤0.01%	442
2024 Q3	$2.39K	Hold	29	–	–	﹤0.01%	1276
2024 Q2	$2.38K	Hold	29	–	–	﹤0.01%	1280
2024 Q1	$2.58K	Hold	29	–	–	﹤0.01%	1232
2023 Q4	$2.23K	Hold	29	–	–	﹤0.01%	1284
2023 Q3	$2.5K	Hold	29	–	–	﹤0.01%	1170
2023 Q2	$2.43K	Hold	29	–	–	﹤0.01%	1202
2023 Q1	$2.21K	Hold	29	–	–	﹤0.01%	1214
2022 Q4	$2.74K	Sell	29 -11	-28%	-$1.09K	﹤0.01%	1114
2022 Q3	$4K	Hold	40	–	–	﹤0.01%	852
2022 Q2	$3K	Buy	+40	New	+$3.61K	﹤0.01%	1050
2021 Q4	$3K	Buy	+40	New	+$2.54K	﹤0.01%	1057

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's EXE Position: Q2 2026 in Review

Bell Investment Advisors reduced its Expand Energy Corp (EXE) stake by 73% in Q2 2026, selling an estimated $10.4K and leaving 40 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Bell Investment Advisors first reported a position in EXE in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.4K in Q2 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Bell Investment Advisors held 40 shares of Expand Energy Corp worth $3.65K as of Q2 2026.
Bell Investment Advisors sold 109 Expand Energy Corp shares in Q2 2026, an estimated $10.4K.
Expand Energy Corp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1114 holding.
Bell Investment Advisors first reported a position in Expand Energy Corp in Q4 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Expand Energy Corp position peaked at $19.4K in Q2 2025.
854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.