ClearBridge Investments
EXE

ClearBridge Investments’s Expand Energy Corp EXE Stock Holding History

ClearBridge Investments’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 		$51.6M Buy
565,825
+63,050
+13% +$5.99M 0.04% 325
2026
Q1 		$55.2M Buy
502,775
+58,554
+13% +$6.25M 0.05% 294
2025
Q4 		$49M Buy
444,221
+1,048
+0.2% +$116K 0.04% 323
2025
Q3 		$47.1M Hold
443,173
– – 0.04% 337
2025
Q2 		$51.8M Buy
443,173
+4,057
+0.9% +$453K 0.04% 311
2025
Q1 		$48.9M Sell
439,116
-198
-0% -$20.6K 0.04% 306
2024
Q4 		$43.7M Sell
439,314
-244
-0.1% -$22.5K 0.04% 338
2024
Q3 		$36.2M Sell
439,558
-34,901
-7% -$2.66M 0.03% 373
2024
Q2 		$39M Buy
474,459
+14,951
+3% +$1.32M 0.03% 364
2024
Q1 		$40.8M Sell
459,508
-748,704
-62% -$60.1M 0.03% 359
2023
Q4 		$93M Sell
1,208,212
-1,660,233
-58% -$136M 0.08% 248
2023
Q3 		$247M Sell
2,868,445
-10,328
-0.4% -$876K 0.24% 114
2023
Q2 		$241M Buy
2,878,773
+220,316
+8% +$17.6M 0.22% 117
2023
Q1 		$202M Sell
2,658,457
-3,750
-0.1% -$309K 0.19% 130
2022
Q4 		$251M Buy
2,662,207
+554,395
+26% +$54.9M 0.25% 109
2022
Q3 		$199M Buy
2,107,812
+30,193
+1% +$2.84M 0.2% 122
2022
Q2 		$168M Buy
2,077,619
+680,875
+49% +$61.5M 0.16% 137
2022
Q1 		$122M Buy
1,396,744
+1,367,131
+4,617% +$100M 0.09% 209
2021
Q4 		$1.91M Buy
+29,613
New +$1.88M ﹤0.01% 676

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

ClearBridge Investments's EXE Position: Q2 2026 in Review

ClearBridge Investments increased its Expand Energy Corp (EXE) stake by 13% in Q2 2026, buying an estimated $5.99M and bringing the position to 565,825 shares worth $51.6M. The position accounts for 0.04% of the portfolio, ranked #325.

ClearBridge Investments first reported a position in EXE in Q4 2021 and has held it in 19 quarters since. The position peaked at $251M in Q4 2022. 845 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • ClearBridge Investments held 565,825 shares of Expand Energy Corp worth $51.6M as of Q2 2026.
  • ClearBridge Investments bought 63,050 Expand Energy Corp shares in Q2 2026, an estimated $5.99M.
  • Expand Energy Corp made up 0.04% of ClearBridge Investments's portfolio in Q2 2026, its #325 holding.
  • ClearBridge Investments first reported a position in Expand Energy Corp in Q4 2021 and has held it in 19 quarters since.
  • ClearBridge Investments's Expand Energy Corp position peaked at $251M in Q4 2022.
  • 845 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.