BFG
EXE

Bleakley Financial Group’s Expand Energy Corp EXE Stock Holding History

Bleakley Financial Group’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 		$1.85M Buy
+20,332
New +$1.93M 0.02% 485
2025
Q1 		– Sell
-3,332
Closed -$332K – 1049
2024
Q4 		$332K Buy
+3,332
New +$308K 0.01% 761

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's EXE Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Expand Energy Corp (EXE) in Q2 2026: 20,332 shares worth $1.85M. The stake represents 0.02% of the portfolio and ranks #485 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in EXE as recently as Q4 2024.

Bleakley Financial Group first reported a position in EXE in Q4 2024 and has held it in 2 quarters since. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Bleakley Financial Group held 20,332 shares of Expand Energy Corp worth $1.85M as of Q2 2026.
  • Expand Energy Corp was a new Bleakley Financial Group position in Q2 2026.
  • Expand Energy Corp made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #485 holding.
  • Bleakley Financial Group first reported a position in Expand Energy Corp in Q4 2024 and has held it in 2 quarters since.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.