BF
EXE

BOK Financial’s Expand Energy Corp EXE Stock Holding History

BOK Financial’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 		$330K Sell
3,615
-185
-5% -$17.6K ﹤0.01% 625
2026
Q1 		$417K Sell
3,800
-128,958
-97% -$13.8M 0.01% 575
2025
Q4 		$14.7M Buy
132,758
+19,801
+18% +$2.2M 0.22% 87
2025
Q3 		$12M Buy
112,957
+1,818
+2% +$182K 0.18% 112
2025
Q2 		$13M Buy
111,139
+75,994
+216% +$8.48M 0.21% 95
2025
Q1 		$3.91M Buy
35,145
+9,596
+38% +$998K 0.07% 221
2024
Q4 		$2.61M Buy
25,549
+25,045
+4,969% +$2.31M 0.04% 294
2024
Q3 		$42.9K Buy
504
+4
+0.8% +$305 ﹤0.01% 839
2024
Q2 		$41.1K Hold
500
– – ﹤0.01% 880
2024
Q1 		$44.9K Buy
+500
New +$40.1K ﹤0.01% 859
2023
Q4 		– Sell
-15,000
Closed -$1.29M – 1318
2023
Q3 		$1.29M Sell
15,000
-5,000
-25% -$424K 0.03% 395
2023
Q2 		$1.67M Buy
20,000
+18,854
+1,645% +$1.5M 0.03% 374
2023
Q1 		$87.1K Sell
1,146
-33,000
-97% -$2.72M ﹤0.01% 780
2022
Q4 		$3.22M Sell
34,146
-854
-2% -$84.6K 0.06% 285
2022
Q3 		$3.3M Buy
+35,000
New +$3.29M 0.07% 267
2022
Q2 		– Sell
-2,830
Closed -$246K – 1002
2022
Q1 		$246K Sell
2,830
-11,118
-80% -$816K ﹤0.01% 882
2021
Q4 		$900K Sell
13,948
-6,052
-30% -$384K 0.01% 600
2021
Q3 		$1.23M Buy
+20,000
New +$1.12M 0.02% 516

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

BOK Financial's EXE Position: Q2 2026 in Review

BOK Financial reduced its Expand Energy Corp (EXE) stake by 4.9% in Q2 2026, selling an estimated $17.6K and leaving 3,615 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

BOK Financial first reported a position in EXE in Q3 2021 and has held it in 18 quarters since. The position peaked at $14.7M in Q4 2025. 845 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • BOK Financial held 3,615 shares of Expand Energy Corp worth $330K as of Q2 2026.
  • BOK Financial sold 185 Expand Energy Corp shares in Q2 2026, an estimated $17.6K.
  • Expand Energy Corp made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #625 holding.
  • BOK Financial first reported a position in Expand Energy Corp in Q3 2021 and has held it in 18 quarters since.
  • BOK Financial's Expand Energy Corp position peaked at $14.7M in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.