Costello Asset Management’s Expand Energy Corp EXE Stock Holding History

Costello Asset 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	$35.7K	Buy	392 +6	+2%	+$570	0.01%	309
2026 Q1	$42.4K	Hold	386	–	–	0.01%	253
2025 Q4	$42.6K	Hold	386	–	–	0.01%	253
2025 Q3	$41K	Hold	386	–	–	0.01%	269
2025 Q2	$45.1K	Hold	386	–	–	0.02%	248
2025 Q1	$43K	Buy	386 +300	+349%	+$31.2K	0.02%	241
2024 Q4	$8.56K	Buy	+86	New	+$7.94K	0.01%	149

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

Costello Asset Management's EXE Position: Q2 2026 in Review

Costello Asset Management increased its Expand Energy Corp (EXE) stake by 1.6% in Q2 2026, buying an estimated $570 and bringing the position to 392 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #309.

Costello Asset Management first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.1K in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Costello Asset Management held 392 shares of Expand Energy Corp worth $35.7K as of Q2 2026.
Costello Asset Management bought 6 Expand Energy Corp shares in Q2 2026, an estimated $570.
Expand Energy Corp made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #309 holding.
Costello Asset Management first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
Costello Asset Management's Expand Energy Corp position peaked at $45.1K in Q2 2025.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.