CAL
EXE

Capital Advisors Ltd’s Expand Energy Corp EXE Stock Holding History

Capital Advisors Ltd’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 		$5K Sell
59
-9
-13% -$855 ﹤0.01% 986
2026
Q1 		$7K Sell
68
-14
-17% -$1.5K ﹤0.01% 907
2025
Q4 		$9K Buy
82
+40
+95% +$4.44K ﹤0.01% 847
2025
Q3 		$4K Sell
42
-64
-60% -$6.42K ﹤0.01% 981
2025
Q2 		$12K Buy
106
+5
+5% +$558 ﹤0.01% 758
2025
Q1 		$11K Sell
101
-26
-20% -$2.71K ﹤0.01% 757
2024
Q4 		$13K Buy
+127
New +$11.7K ﹤0.01% 732
2024
Q3 		– Sell
-8
Closed -$1K – 1642
2024
Q2 		$1K Hold
8
– – ﹤0.01% 1326
2024
Q1 		$1K Buy
+8
New +$642 ﹤0.01% 1302

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

Capital Advisors Ltd's EXE Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Expand Energy Corp (EXE) stake by 13% in Q2 2026, selling an estimated $855 and leaving 59 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Capital Advisors Ltd first reported a position in EXE in Q1 2024 and has held it in 9 quarters since. The position peaked at $13K in Q4 2024. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Capital Advisors Ltd held 59 shares of Expand Energy Corp worth $5K as of Q2 2026.
  • Capital Advisors Ltd sold 9 Expand Energy Corp shares in Q2 2026, an estimated $855.
  • Expand Energy Corp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #986 holding.
  • Capital Advisors Ltd first reported a position in Expand Energy Corp in Q1 2024 and has held it in 9 quarters since.
  • Capital Advisors Ltd's Expand Energy Corp position peaked at $13K in Q4 2024.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.