Cetera Investment Advisers
EXE

Cetera Investment Advisers’s Expand Energy Corp EXE Stock Holding History

Cetera Investment Advisers’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 		$3.1M Sell
33,957
-5,282
-13% -$502K ﹤0.01% 2017
2026
Q1 		$4.31M Buy
39,239
+2,826
+8% +$302K ﹤0.01% 1610
2025
Q4 		$4.02M Buy
36,413
+2,563
+8% +$284K ﹤0.01% 1613
2025
Q3 		$3.6M Buy
33,850
+9,909
+41% +$994K ﹤0.01% 1677
2025
Q2 		$2.8M Buy
23,941
+3,166
+15% +$353K ﹤0.01% 1595
2025
Q1 		$2.31M Buy
20,775
+1,532
+8% +$159K ﹤0.01% 1648
2024
Q4 		$1.92M Buy
19,243
+15,280
+386% +$1.41M ﹤0.01% 1699
2024
Q3 		$326K Buy
3,963
+227
+6% +$17.3K ﹤0.01% 2997
2024
Q2 		$307K Buy
3,736
+92
+3% +$8.12K ﹤0.01% 3014
2024
Q1 		$324K Buy
+3,644
New +$293K ﹤0.01% 2965
2023
Q4 		– Sell
-4,990
Closed -$430K – 2363
2023
Q3 		$430K Sell
4,990
-1,020
-17% -$86.6K ﹤0.01% 1503
2023
Q2 		$503K Buy
6,010
+29
+0.5% +$2.31K ﹤0.01% 1444
2023
Q1 		$455K Buy
+5,981
New +$492K ﹤0.01% 1482

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

Cetera Investment Advisers's EXE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Expand Energy Corp (EXE) stake by 13% in Q2 2026, selling an estimated $502K and leaving 33,957 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Cetera Investment Advisers first reported a position in EXE in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.31M in Q1 2026. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Cetera Investment Advisers held 33,957 shares of Expand Energy Corp worth $3.1M as of Q2 2026.
  • Cetera Investment Advisers sold 5,282 Expand Energy Corp shares in Q2 2026, an estimated $502K.
  • Expand Energy Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2017 holding.
  • Cetera Investment Advisers first reported a position in Expand Energy Corp in Q1 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's Expand Energy Corp position peaked at $4.31M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.