CIA
EXE

Cape Investment Advisory’s Expand Energy Corp EXE Stock Holding History

Cape Investment Advisory’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 		$7.02K Buy
+77
New +$7.31K ﹤0.01% 944
2026
Q1 		– Sell
-67
Closed -$7.39K – 1284
2025
Q4 		$7.39K Buy
+67
New +$7.43K ﹤0.01% 811

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

Cape Investment Advisory's EXE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Expand Energy Corp (EXE) in Q2 2026: 77 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EXE as recently as Q4 2025.

Cape Investment Advisory first reported a position in EXE in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.39K in Q4 2025. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Cape Investment Advisory held 77 shares of Expand Energy Corp worth $7.02K as of Q2 2026.
  • Expand Energy Corp was a new Cape Investment Advisory position in Q2 2026.
  • Expand Energy Corp made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #944 holding.
  • Cape Investment Advisory first reported a position in Expand Energy Corp in Q4 2025 and has held it in 2 quarters since.
  • Cape Investment Advisory's Expand Energy Corp position peaked at $7.39K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.