BGAI
EXE

Bruce G. Allen Investments’s Expand Energy Corp EXE Stock Holding History

Bruce G. Allen 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 		$8.66K Buy
95
+48
+102% +$4.56K 0.01% 503
2026
Q1 		$5.16K Hold
47
– – ﹤0.01% 557
2025
Q4 		$5.19K Hold
47
– – ﹤0.01% 556
2025
Q3 		$4.99K Hold
47
– – ﹤0.01% 565
2025
Q2 		$5.5K Sell
47
-43
-48% -$4.8K ﹤0.01% 553
2025
Q1 		$10K Buy
90
+43
+91% +$4.47K 0.01% 460
2024
Q4 		$4.68K Buy
47
+25
+114% +$2.31K ﹤0.01% 589
2024
Q3 		$1.81K Sell
22
-69
-76% -$5.27K ﹤0.01% 731
2024
Q2 		$7.48K Buy
91
+1
+1% +$88 0.01% 508
2024
Q1 		$8K Buy
90
+73
+429% +$5.86K 0.01% 508
2023
Q4 		$1.31K Buy
+17
New +$1.4K ﹤0.01% 803

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

Bruce G. Allen Investments's EXE Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Expand Energy Corp (EXE) stake by 102% in Q2 2026, buying an estimated $4.56K and bringing the position to 95 shares worth $8.66K. The position accounts for 0.01% of the portfolio, ranked #503.

Bruce G. Allen Investments first reported a position in EXE in Q4 2023 and has held it in 11 quarters since. The position peaked at $10K in Q1 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Bruce G. Allen Investments held 95 shares of Expand Energy Corp worth $8.66K as of Q2 2026.
  • Bruce G. Allen Investments bought 48 Expand Energy Corp shares in Q2 2026, an estimated $4.56K.
  • Expand Energy Corp made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #503 holding.
  • Bruce G. Allen Investments first reported a position in Expand Energy Corp in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Expand Energy Corp position peaked at $10K in Q1 2025.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.