Cerity Partners
EXE

Cerity Partners’s Expand Energy Corp EXE Stock Holding History

Cerity Partners’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 		$15.1M Buy
165,332
+98,333
+147% +$9.34M 0.02% 574
2026
Q1 		$7.36M Buy
66,999
+38,495
+135% +$4.11M 0.01% 846
2025
Q4 		$3.15M Buy
28,504
+4,849
+20% +$538K ﹤0.01% 1151
2025
Q3 		$2.51M Buy
23,655
+11,730
+98% +$1.18M ﹤0.01% 1186
2025
Q2 		$1.39M Buy
11,925
+6,766
+131% +$755K ﹤0.01% 1369
2025
Q1 		$574K Sell
5,159
-3,311
-39% -$344K ﹤0.01% 1681
2024
Q4 		$800K Buy
8,470
+3,803
+81% +$351K ﹤0.01% 1521
2024
Q3 		$384K Buy
4,667
+1,193
+34% +$91.1K ﹤0.01% 1920
2024
Q2 		$286K Sell
3,474
-1,745
-33% -$154K ﹤0.01% 1848
2024
Q1 		$464K Buy
+5,219
New +$419K ﹤0.01% 1631
2022
Q4 		– Sell
-2,396
Closed -$226K – 1534
2022
Q3 		$226K Sell
2,396
-75
-3% -$7.05K ﹤0.01% 1013
2022
Q2 		$200K Buy
+2,471
New +$223K ﹤0.01% 1082

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

Cerity Partners's EXE Position: Q2 2026 in Review

Cerity Partners increased its Expand Energy Corp (EXE) stake by 147% in Q2 2026, buying an estimated $9.34M and bringing the position to 165,332 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #574.

Cerity Partners first reported a position in EXE in Q2 2022 and has held it in 12 quarters since. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Cerity Partners held 165,332 shares of Expand Energy Corp worth $15.1M as of Q2 2026.
  • Cerity Partners bought 98,333 Expand Energy Corp shares in Q2 2026, an estimated $9.34M.
  • Expand Energy Corp made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #574 holding.
  • Cerity Partners first reported a position in Expand Energy Corp in Q2 2022 and has held it in 12 quarters since.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.