Callan Family Office’s Expand Energy Corp EXE Stock Holding History

Callan Family Office’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	$431K	Buy	4,730 +135	+3%	+$12.8K	0.01%	865
2026 Q1	$504K	Sell	4,595 -3,011	-40%	-$321K	0.01%	768
2025 Q4	$839K	Buy	7,606 +3,384	+80%	+$375K	0.02%	601
2025 Q3	$449K	Sell	4,222 -860	-17%	-$86.3K	0.01%	564
2025 Q2	$594K	Buy	+5,082	New	+$567K	0.02%	536

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 $3.38T AUM 44.17% 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

Callan Family Office's EXE Position: Q2 2026 in Review

Callan Family Office increased its Expand Energy Corp (EXE) stake by 2.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,730 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #865.

Callan Family Office first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $839K in Q4 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Callan Family Office held 4,730 shares of Expand Energy Corp worth $431K as of Q2 2026.
Callan Family Office bought 135 Expand Energy Corp shares in Q2 2026, an estimated $12.8K.
Expand Energy Corp made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #865 holding.
Callan Family Office first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
Callan Family Office's Expand Energy Corp position peaked at $839K in Q4 2025.
854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.