CPA
EXE

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

Capital Performance 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 		– Sell
-2,689
Closed -$295K – 497
2026
Q1 		$295K Buy
+2,689
New +$287K 0.02% 328
2024
Q4 		– Sell
-6
Closed -$494 – 2818
2024
Q3 		$494 Buy
+6
New +$458 ﹤0.01% 2261

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 Performance Advisors's EXE Position: Q2 2026 in Review

Capital Performance Advisors sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 2,689 shares — an estimated $295K sold.

Capital Performance Advisors first reported a position in EXE in Q3 2024 and held it in 2 quarters. The position peaked at $295K in Q1 2026. 845 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Capital Performance Advisors reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,689 Expand Energy Corp shares in Q2 2026, an estimated $295K.
  • Capital Performance Advisors first reported a position in Expand Energy Corp in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Expand Energy Corp position peaked at $295K in Q1 2026.
  • 845 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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