Commonwealth Equity Services
EXE

Commonwealth Equity Services’s Expand Energy Corp EXE Stock Holding History

Commonwealth Equity Services’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 		$2.22M Sell
24,351
-1,808
-7% -$172K ﹤0.01% 2018
2026
Q1 		$2.87M Sell
26,159
-4,200
-14% -$448K ﹤0.01% 1727
2025
Q4 		$3.35M Sell
30,359
-654
-2% -$72.5K ﹤0.01% 1604
2025
Q3 		$3.29M Buy
31,013
+18,467
+147% +$1.85M ﹤0.01% 1642
2025
Q2 		$1.47M Sell
12,546
-11,844
-49% -$1.32M ﹤0.01% 2258
2025
Q1 		$2.71M Sell
24,390
-1,797
-7% -$187K ﹤0.01% 1696
2024
Q4 		$2.61M Buy
26,187
+10,680
+69% +$986K ﹤0.01% 1684
2024
Q3 		$1.27M Sell
15,507
-8,412
-35% -$642K ﹤0.01% 2156
2024
Q2 		$1.97M Sell
23,919
-4,947
-17% -$437K ﹤0.01% 1794
2024
Q1 		$2.56M Buy
28,866
+6,302
+28% +$506K ﹤0.01% 1611
2023
Q4 		$1.74M Sell
22,564
-2
-0% -$164 ﹤0.01% 1789
2023
Q3 		$1.95M Sell
22,566
-5,150
-19% -$437K ﹤0.01% 1624
2023
Q2 		$2.32M Sell
27,716
-404
-1% -$32.2K ﹤0.01% 1529
2023
Q1 		$2.14M Buy
28,120
+6,729
+31% +$554K ﹤0.01% 1523
2022
Q4 		$2.02M Buy
21,391
+13,594
+174% +$1.35M ﹤0.01% 1494
2022
Q3 		$734K Buy
7,797
+4,111
+112% +$386K ﹤0.01% 2120
2022
Q2 		$298K Buy
3,686
+696
+23% +$62.9K ﹤0.01% 2846
2022
Q1 		$260K Buy
+2,990
New +$219K ﹤0.01% 3098

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

Commonwealth Equity Services's EXE Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Expand Energy Corp (EXE) stake by 6.9% in Q2 2026, selling an estimated $172K and leaving 24,351 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Commonwealth Equity Services first reported a position in EXE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.35M in Q4 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Commonwealth Equity Services held 24,351 shares of Expand Energy Corp worth $2.22M as of Q2 2026.
  • Commonwealth Equity Services sold 1,808 Expand Energy Corp shares in Q2 2026, an estimated $172K.
  • Expand Energy Corp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2018 holding.
  • Commonwealth Equity Services first reported a position in Expand Energy Corp in Q1 2022 and has held it in 18 quarters since.
  • Commonwealth Equity Services's Expand Energy Corp position peaked at $3.35M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.