CoreCap Advisors’s Expand Energy Corp EXE Stock Holding History

CoreCap 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	$3.65K	Buy	40 +15	+60%	+$1.43K	﹤0.01%	2372
2026 Q1	$2.75K	Hold	25	–	–	﹤0.01%	2334
2025 Q4	$2.76K	Buy	25 +11	+79%	+$1.22K	﹤0.01%	2388
2025 Q3	$1.49K	Sell	14 -38	-73%	-$3.81K	﹤0.01%	2426
2025 Q2	$6.08K	Buy	52 +41	+373%	+$4.58K	﹤0.01%	2060
2025 Q1	$1.23K	Hold	11	–	–	﹤0.01%	2479
2024 Q4	$1.09K	Sell	11 -5	-31%	-$462	﹤0.01%	2361
2024 Q3	$1.32K	Buy	+16	New	+$1.22K	﹤0.01%	2232
2024 Q2	–	Sell	-36	Closed	-$3.2K	–	2633
2024 Q1	$3.2K	Buy	+36	New	+$2.89K	﹤0.01%	2023
2022 Q4	$45.6K	Buy	+483	New	+$47.9K	﹤0.01%	1016
2022 Q3	–	Sell	-461	Closed	-$37K	–	2177
2022 Q2	$37K	Buy	+461	New	+$41.6K	﹤0.01%	1041
2022 Q1	–	Sell	-6	Closed	-$1K	–	2176
2021 Q4	$1K	Buy	+6	New	+$381	﹤0.01%	2302

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

CoreCap Advisors's EXE Position: Q2 2026 in Review

CoreCap Advisors increased its Expand Energy Corp (EXE) stake by 60% in Q2 2026, buying an estimated $1.43K and bringing the position to 40 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

CoreCap Advisors first reported a position in EXE in Q4 2021 and has held it in 12 quarters since. The position peaked at $45.6K in Q4 2022. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

CoreCap Advisors held 40 shares of Expand Energy Corp worth $3.65K as of Q2 2026.
CoreCap Advisors bought 15 Expand Energy Corp shares in Q2 2026, an estimated $1.43K.
Expand Energy Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2372 holding.
CoreCap Advisors first reported a position in Expand Energy Corp in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Expand Energy Corp position peaked at $45.6K in Q4 2022.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.