CCM
EXE

Coldstream Capital Management’s Expand Energy Corp EXE Stock Holding History

Coldstream Capital 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 		$232K Buy
2,541
+612
+32% +$58.1K ﹤0.01% 1099
2026
Q1 		$212K Buy
+1,929
New +$206K ﹤0.01% 1100
2025
Q3 		– Sell
-2,316
Closed -$271K – 1267
2025
Q2 		$271K Buy
2,316
+82
+4% +$9.15K ﹤0.01% 937
2025
Q1 		$249K Buy
2,234
+141
+7% +$14.7K 0.01% 900
2024
Q4 		$208K Buy
+2,093
New +$193K ﹤0.01% 998

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

Coldstream Capital Management's EXE Position: Q2 2026 in Review

Coldstream Capital Management increased its Expand Energy Corp (EXE) stake by 32% in Q2 2026, buying an estimated $58.1K and bringing the position to 2,541 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Coldstream Capital Management first reported a position in EXE in Q4 2024 and has held it in 5 quarters since. The position peaked at $271K in Q2 2025. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Coldstream Capital Management held 2,541 shares of Expand Energy Corp worth $232K as of Q2 2026.
  • Coldstream Capital Management bought 612 Expand Energy Corp shares in Q2 2026, an estimated $58.1K.
  • Expand Energy Corp made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1099 holding.
  • Coldstream Capital Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 5 quarters since.
  • Coldstream Capital Management's Expand Energy Corp position peaked at $271K in Q2 2025.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.