CG
EXE

Caprock Group’s Expand Energy Corp EXE Stock Holding History

Caprock Group’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 		$1.44M Buy
+15,821
New +$1.5M 0.03% 511
2026
Q1 		– Sell
-18,417
Closed -$2.03M – 1320
2025
Q4 		$2.03M Buy
+18,417
New +$2.04M 0.04% 371

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

Caprock Group's EXE Position: Q2 2026 in Review

Caprock Group opened a new position in Expand Energy Corp (EXE) in Q2 2026: 15,821 shares worth $1.44M. The stake represents 0.03% of the portfolio and ranks #511 among its holdings. This is a return to the name: Caprock Group previously reported a position in EXE as recently as Q4 2025.

Caprock Group first reported a position in EXE in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.03M in Q4 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Caprock Group held 15,821 shares of Expand Energy Corp worth $1.44M as of Q2 2026.
  • Expand Energy Corp was a new Caprock Group position in Q2 2026.
  • Expand Energy Corp made up 0.03% of Caprock Group's portfolio in Q2 2026, its #511 holding.
  • Caprock Group first reported a position in Expand Energy Corp in Q4 2025 and has held it in 2 quarters since.
  • Caprock Group's Expand Energy Corp position peaked at $2.03M in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.