Corient Private Wealth’s Expand Energy Corp EXE Stock Holding History

Corient Private Wealth’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	$2.19M	Buy	23,988 +5,963	+33%	+$566K	﹤0.01%	1347
2026 Q1	$1.97M	Sell	18,025 -2,080	-10%	-$222K	﹤0.01%	1276
2025 Q4	$2.22M	Sell	20,105 -9,717	-33%	-$1.08M	﹤0.01%	1100
2025 Q3	$3.17M	Buy	29,822 +9,063	+44%	+$909K	0.01%	875
2025 Q2	$2.43M	Buy	20,759 +9,529	+85%	+$1.06M	﹤0.01%	949
2025 Q1	$1.25M	Buy	11,230 +1,572	+16%	+$164K	﹤0.01%	1187
2024 Q4	$962K	Buy	+9,658	New	+$892K	﹤0.01%	1334
2024 Q3	–	Sell	-6,611	Closed	-$543K	–	2571
2024 Q2	$543K	Buy	6,611 +517	+8%	+$45.7K	﹤0.01%	1597
2024 Q1	$541K	Buy	6,094 +284	+5%	+$22.8K	﹤0.01%	1590
2023 Q4	$447K	Sell	5,810 -2,646	-31%	-$217K	﹤0.01%	1663
2023 Q3	$729K	Sell	8,456 -138	-2%	-$11.7K	﹤0.01%	1303
2023 Q2	$719K	Sell	8,594 -5,163	-38%	-$412K	﹤0.01%	1280
2023 Q1	$1.05M	Buy	13,757 +2,628	+24%	+$216K	﹤0.01%	1069
2022 Q4	$1.05M	Buy	+11,129	New	+$1.1M	﹤0.01%	897

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

Corient Private Wealth's EXE Position: Q2 2026 in Review

Corient Private Wealth increased its Expand Energy Corp (EXE) stake by 33% in Q2 2026, buying an estimated $566K and bringing the position to 23,988 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Corient Private Wealth first reported a position in EXE in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.17M in Q3 2025. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Corient Private Wealth held 23,988 shares of Expand Energy Corp worth $2.19M as of Q2 2026.
Corient Private Wealth bought 5,963 Expand Energy Corp shares in Q2 2026, an estimated $566K.
Expand Energy Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1347 holding.
Corient Private Wealth first reported a position in Expand Energy Corp in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Expand Energy Corp position peaked at $3.17M in Q3 2025.
852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.