CA
EXE

Clearstead Advisors’s Expand Energy Corp EXE Stock Holding History

Clearstead Advisors’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 		$66.1K Sell
725
-1,800
-71% -$171K ﹤0.01% 1408
2026
Q1 		$277K Buy
2,525
+26
+1% +$2.78K ﹤0.01% 887
2025
Q4 		$276K Buy
2,499
+1,672
+202% +$185K ﹤0.01% 844
2025
Q3 		$87.9K Buy
827
+662
+401% +$66.4K ﹤0.01% 1090
2025
Q2 		$19.3K Buy
+165
New +$18.4K ﹤0.01% 1637

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

Clearstead Advisors's EXE Position: Q2 2026 in Review

Clearstead Advisors reduced its Expand Energy Corp (EXE) stake by 71% in Q2 2026, selling an estimated $171K and leaving 725 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Clearstead Advisors first reported a position in EXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $277K in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Clearstead Advisors held 725 shares of Expand Energy Corp worth $66.1K as of Q2 2026.
  • Clearstead Advisors sold 1,800 Expand Energy Corp shares in Q2 2026, an estimated $171K.
  • Expand Energy Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1408 holding.
  • Clearstead Advisors first reported a position in Expand Energy Corp in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Expand Energy Corp position peaked at $277K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.