CIA
EXE

Caerus Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Caerus Investment 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
Q2 		$212K Buy
+2,321
New +$220K 0.07% 300
2026
Q1 		– Sell
-4,057
Closed -$448K – 382
2025
Q4 		$448K Buy
+4,057
New +$450K 0.15% 160

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

Caerus Investment Advisors's EXE Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Expand Energy Corp (EXE) in Q2 2026: 2,321 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #300 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in EXE as recently as Q4 2025.

Caerus Investment Advisors first reported a position in EXE in Q4 2025 and has held it in 2 quarters since. The position peaked at $448K in Q4 2025. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Caerus Investment Advisors held 2,321 shares of Expand Energy Corp worth $212K as of Q2 2026.
  • Expand Energy Corp was a new Caerus Investment Advisors position in Q2 2026.
  • Expand Energy Corp made up 0.07% of Caerus Investment Advisors's portfolio in Q2 2026, its #300 holding.
  • Caerus Investment Advisors first reported a position in Expand Energy Corp in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Expand Energy Corp position peaked at $448K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.