Brown Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Brown Financial Advisors’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 Q1	$214K	Buy	+1,946	New	+$208K	0.08%	204

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Financial Advisors's EXE Position: Q1 2026 in Review

Brown Financial Advisors opened a new position in Expand Energy Corp (EXE) in Q1 2026: 1,946 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #204 among its holdings.

889 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Brown Financial Advisors held 1,946 shares of Expand Energy Corp worth $214K as of Q1 2026.
Expand Energy Corp was a new Brown Financial Advisors position in Q1 2026.
Expand Energy Corp made up 0.08% of Brown Financial Advisors's portfolio in Q1 2026, its #204 holding.
889 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.