Braun Stacey Associates’s Expand Energy Corp EXE Stock Holding History

Braun Stacey Associates’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	$1.24M	Hold	13,575	–	–	0.04%	99
2026 Q1	$1.49M	Hold	13,575	–	–	0.05%	94
2025 Q4	$1.5M	Hold	13,575	–	–	0.05%	94
2025 Q3	$1.44M	Hold	13,575	–	–	0.05%	94
2025 Q2	$1.59M	Buy	13,575 +500	+4%	+$55.8K	0.06%	94
2025 Q1	$1.46M	Hold	13,075	–	–	0.06%	97
2024 Q4	$1.3M	Sell	13,075 -800	-6%	-$73.9K	0.05%	98
2024 Q3	$1.14M	Sell	13,875 -6,000	-30%	-$458K	0.04%	101
2024 Q2	$1.63M	Hold	19,875	–	–	0.06%	92
2024 Q1	$1.76M	Hold	19,875	–	–	0.07%	94
2023 Q4	$1.53M	Hold	19,875	–	–	0.07%	97
2023 Q3	$1.71M	Sell	19,875 -150	-0.7%	-$12.7K	0.08%	97
2023 Q2	$1.68M	Sell	20,025 -19,725	-50%	-$1.57M	0.08%	101
2023 Q1	$3.02M	Buy	39,750 +19,875	+100%	+$1.64M	0.08%	108
2022 Q4	$1.88M	Hold	19,875	–	–	0.11%	104
2022 Q3	$1.87M	Buy	+19,875	New	+$1.87M	0.11%	102

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 $3.37T AUM 44.26% 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

Braun Stacey Associates's EXE Position: Q2 2026 in Review

Braun Stacey Associates held its Expand Energy Corp (EXE) position steady in Q2 2026 at 13,575 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #99.

Braun Stacey Associates first reported a position in EXE in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.02M in Q1 2023. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Braun Stacey Associates held 13,575 shares of Expand Energy Corp worth $1.24M as of Q2 2026.
Braun Stacey Associates left its Expand Energy Corp share count unchanged in Q2 2026.
Expand Energy Corp made up 0.04% of Braun Stacey Associates's portfolio in Q2 2026, its #99 holding.
Braun Stacey Associates first reported a position in Expand Energy Corp in Q3 2022 and has held it in 16 quarters since.
Braun Stacey Associates's Expand Energy Corp position peaked at $3.02M in Q1 2023.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.