BTI
EXE

Blue Trust Inc’s Expand Energy Corp EXE Stock Holding History

Blue Trust Inc’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 		$163K Sell
1,791
-22
-1% -$2.09K ﹤0.01% 857
2026
Q1 		$199K Buy
1,813
+5
+0.3% +$534 ﹤0.01% 767
2025
Q4 		$200K Buy
1,808
+12
+0.7% +$1.33K ﹤0.01% 772
2025
Q3 		$191K Sell
1,796
-11
-0.6% -$1.1K ﹤0.01% 820
2025
Q2 		$211K Sell
1,807
-1
-0.1% -$112 ﹤0.01% 750
2025
Q1 		$201K Buy
1,808
+20
+1% +$2.08K ﹤0.01% 708
2024
Q4 		$178K Sell
1,788
-2,569
-59% -$237K ﹤0.01% 692
2024
Q3 		$358K Buy
4,357
+3,680
+544% +$281K ﹤0.01% 600
2024
Q2 		$60.1K Buy
677
+609
+896% +$53.8K ﹤0.01% 1176
2024
Q1 		$6.04K Sell
68
-199
-75% -$16K ﹤0.01% 1585
2023
Q4 		$23K Buy
267
+240
+889% +$19.7K ﹤0.01% 1231
2023
Q3 		$2K Buy
27
+25
+1,250% +$2.12K ﹤0.01% 1868
2023
Q2 		$0 Sell
2
-357
-99% -$28.5K ﹤0.01% 2594
2023
Q1 		$34K Sell
359
-71
-17% -$5.84K ﹤0.01% 1191
2022
Q4 		$40K Buy
430
+332
+339% +$32.9K ﹤0.01% 1023
2022
Q3 		$8K Buy
98
+16
+20% +$1.5K ﹤0.01% 1448
2022
Q2 		$7K Buy
+82
New +$7.41K ﹤0.01% 1355

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

Blue Trust Inc's EXE Position: Q2 2026 in Review

Blue Trust Inc reduced its Expand Energy Corp (EXE) stake by 1.2% in Q2 2026, selling an estimated $2.09K and leaving 1,791 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Blue Trust Inc first reported a position in EXE in Q2 2022 and has held it in 17 quarters since. The position peaked at $358K in Q3 2024. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Blue Trust Inc held 1,791 shares of Expand Energy Corp worth $163K as of Q2 2026.
  • Blue Trust Inc sold 22 Expand Energy Corp shares in Q2 2026, an estimated $2.09K.
  • Expand Energy Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #857 holding.
  • Blue Trust Inc first reported a position in Expand Energy Corp in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Expand Energy Corp position peaked at $358K in Q3 2024.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.