BCI
EXE

Brinker Capital Investments’s Expand Energy Corp EXE Stock Holding History

Brinker Capital Investments’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 		$3.12M Sell
34,207
-1,606
-4% -$153K 0.02% 571
2026
Q1 		$3.93M Buy
35,813
+814
+2% +$86.9K 0.03% 447
2025
Q4 		$3.86M Buy
34,999
+9,929
+40% +$1.1M 0.03% 547
2025
Q3 		$2.66M Sell
25,070
-1,237
-5% -$124K 0.02% 685
2025
Q2 		$3.08M Buy
26,307
+4,382
+20% +$489K 0.03% 574
2025
Q1 		$2.44M Buy
21,925
+654
+3% +$68K 0.02% 609
2024
Q4 		$2.12M Buy
21,271
+1,369
+7% +$126K 0.02% 667
2024
Q3 		$1.64M Buy
19,902
+5,528
+38% +$422K 0.02% 792
2024
Q2 		$1.18M Buy
14,374
+1,392
+11% +$123K 0.01% 912
2024
Q1 		$1.15M Buy
12,982
+104
+0.8% +$8.35K 0.01% 928
2023
Q4 		$1.01M Sell
12,878
-1,272
-9% -$104K 0.01% 935
2023
Q3 		$1.22M Buy
14,150
+7,156
+102% +$607K 0.01% 835
2023
Q2 		$585K Buy
6,994
+2,438
+54% +$195K 0.01% 1160
2023
Q1 		$346K Buy
+4,556
New +$375K ﹤0.01% 1287
2022
Q2 		– Sell
-9,367
Closed -$815K – 1438
2022
Q1 		$815K Sell
9,367
-79
-0.8% -$5.8K 0.01% 877
2021
Q4 		$609K Buy
+9,446
New +$599K 0.01% 993

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

Brinker Capital Investments's EXE Position: Q2 2026 in Review

Brinker Capital Investments reduced its Expand Energy Corp (EXE) stake by 4.5% in Q2 2026, selling an estimated $153K and leaving 34,207 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #571.

Brinker Capital Investments first reported a position in EXE in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.93M in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Brinker Capital Investments held 34,207 shares of Expand Energy Corp worth $3.12M as of Q2 2026.
  • Brinker Capital Investments sold 1,606 Expand Energy Corp shares in Q2 2026, an estimated $153K.
  • Expand Energy Corp made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #571 holding.
  • Brinker Capital Investments first reported a position in Expand Energy Corp in Q4 2021 and has held it in 16 quarters since.
  • Brinker Capital Investments's Expand Energy Corp position peaked at $3.93M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.