Cidel Asset Management’s Expand Energy Corp EXE Stock Holding History

Cidel Asset Management’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	$734K	Buy	8,054 +189	+2%	+$17.9K	0.04%	197
2026 Q1	$863K	Buy	7,865 +427	+6%	+$45.6K	0.05%	167
2025 Q4	$821K	Sell	7,438 -184	-2%	-$20.4K	0.06%	150
2025 Q3	$810K	Hold	7,622	–	–	0.05%	146
2025 Q2	$891K	Sell	7,622 -144	-2%	-$16.1K	0.05%	138
2025 Q1	$865K	Sell	7,766 -115	-1%	-$12K	0.06%	130
2024 Q4	$785K	Buy	+7,881	New	+$728K	0.05%	139

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Cidel Asset Management's EXE Position: Q2 2026 in Review

Cidel Asset Management increased its Expand Energy Corp (EXE) stake by 2.4% in Q2 2026, buying an estimated $17.9K and bringing the position to 8,054 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #197.

Cidel Asset Management first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $891K in Q2 2025. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Cidel Asset Management held 8,054 shares of Expand Energy Corp worth $734K as of Q2 2026.
Cidel Asset Management bought 189 Expand Energy Corp shares in Q2 2026, an estimated $17.9K.
Expand Energy Corp made up 0.04% of Cidel Asset Management's portfolio in Q2 2026, its #197 holding.
Cidel Asset Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
Cidel Asset Management's Expand Energy Corp position peaked at $891K in Q2 2025.
849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.