Cambridge Investment Research Advisors
EXE

Cambridge Investment Research Advisors’s Expand Energy Corp EXE Stock Holding History

Cambridge Investment Research 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 		$1.88M Buy
20,573
+5,642
+38% +$536K ﹤0.01% 1736
2026
Q1 		$1.64M Buy
14,931
+763
+5% +$81.5K ﹤0.01% 1758
2025
Q4 		$1.56M Buy
14,168
+3
+0% +$333 ﹤0.01% 1748
2025
Q3 		$1.5M Buy
14,165
+682
+5% +$68.4K ﹤0.01% 1732
2025
Q2 		$1.58M Buy
13,483
+1,061
+9% +$118K ﹤0.01% 1610
2025
Q1 		$1.38M Sell
12,422
-993
-7% -$103K ﹤0.01% 1612
2024
Q4 		$1.33M Buy
13,415
+8,296
+162% +$766K ﹤0.01% 1645
2024
Q3 		$421K Buy
5,119
+713
+16% +$54.4K ﹤0.01% 2545
2024
Q2 		$362K Sell
4,406
-4,160
-49% -$367K ﹤0.01% 2558
2024
Q1 		$761K Buy
8,566
+611
+8% +$49.1K ﹤0.01% 1925
2023
Q4 		$612K Sell
7,955
-549
-6% -$45.1K ﹤0.01% 2031
2023
Q3 		$733K Sell
8,504
-747
-8% -$63.4K ﹤0.01% 1780
2023
Q2 		$774K Sell
9,251
-803
-8% -$64.1K ﹤0.01% 1797
2023
Q1 		$765K Sell
10,054
-16,252
-62% -$1.34M ﹤0.01% 1761
2022
Q4 		$2.48M Buy
26,306
+5,355
+26% +$531K 0.01% 964
2022
Q3 		$1.97M Buy
+20,951
New +$1.97M 0.01% 1040

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

Cambridge Investment Research Advisors's EXE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Expand Energy Corp (EXE) stake by 38% in Q2 2026, buying an estimated $536K and bringing the position to 20,573 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Cambridge Investment Research Advisors first reported a position in EXE in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q4 2022. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Cambridge Investment Research Advisors held 20,573 shares of Expand Energy Corp worth $1.88M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,642 Expand Energy Corp shares in Q2 2026, an estimated $536K.
  • Expand Energy Corp made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1736 holding.
  • Cambridge Investment Research Advisors first reported a position in Expand Energy Corp in Q3 2022 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's Expand Energy Corp position peaked at $2.48M in Q4 2022.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.