CIA
EXE

Concurrent Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Concurrent Investment 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 		– Sell
-1,956
Closed -$215K – 2227
2026
Q1 		$215K Buy
+1,956
New +$209K ﹤0.01% 1712
2025
Q4 		– Sell
-2,553
Closed -$271K – 1865
2025
Q3 		$271K Buy
2,553
+141
+6% +$14.1K ﹤0.01% 1197
2025
Q2 		$282K Buy
2,412
+283
+13% +$31.6K 0.01% 1088
2025
Q1 		$237K Buy
+2,129
New +$221K 0.01% 1047

Other funds holding EXE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Concurrent Investment Advisors's EXE Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 1,956 shares — an estimated $215K sold.

Concurrent Investment Advisors first reported a position in EXE in Q1 2025 and held it in 4 quarters. The position peaked at $282K in Q2 2025. 279 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,956 Expand Energy Corp shares in Q2 2026, an estimated $215K.
  • Concurrent Investment Advisors first reported a position in Expand Energy Corp in Q1 2025 and held it in 4 quarters.
  • Concurrent Investment Advisors's Expand Energy Corp position peaked at $282K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.