C
EXE

Covestor’s Expand Energy Corp EXE Stock Holding History

Covestor’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 		$89K Buy
974
+848
+673% +$80.5K 0.05% 429
2026
Q1 		$14K Sell
126
-74
-37% -$7.9K 0.01% 1274
2025
Q4 		$22K Sell
200
-7
-3% -$776 0.01% 1259
2025
Q3 		$22K Buy
207
+15
+8% +$1.5K 0.01% 1248
2025
Q2 		$23K Hold
192
– – 0.01% 1211
2025
Q1 		$21K Sell
192
-3
-2% -$312 0.01% 1196
2024
Q4 		$19K Sell
195
-216
-53% -$19.9K 0.01% 1235
2024
Q3 		$34K Sell
411
-918
-69% -$70.1K 0.02% 1024
2024
Q2 		$109K Sell
1,329
-1,859
-58% -$164K 0.07% 434
2024
Q1 		$283K Buy
3,188
+595
+23% +$47.8K 0.18% 56
2023
Q4 		$200K Sell
2,593
-545
-17% -$44.8K 0.14% 140
2023
Q3 		$271K Buy
3,138
+575
+22% +$48.8K 0.2% 52
2023
Q2 		$215K Buy
2,563
+1,677
+189% +$134K 0.16% 95
2023
Q1 		$67K Buy
886
+260
+42% +$21.4K 0.06% 590
2022
Q4 		$59K Buy
626
+289
+86% +$28.6K 0.05% 663
2022
Q3 		$32K Sell
337
-439
-57% -$41.2K 0.03% 872
2022
Q2 		$63K Buy
776
+337
+77% +$30.4K 0.05% 663
2022
Q1 		$38K Buy
439
+327
+292% +$24K 0.03% 891
2021
Q4 		$7K Buy
+112
New +$7.11K 0.01% 1191

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Covestor's EXE Position: Q2 2026 in Review

Covestor increased its Expand Energy Corp (EXE) stake by 673% in Q2 2026, buying an estimated $80.5K and bringing the position to 974 shares worth $89K. The position accounts for 0.05% of the portfolio, ranked #429.

Covestor first reported a position in EXE in Q4 2021 and has held it in 19 quarters since. The position peaked at $283K in Q1 2024. 646 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Covestor held 974 shares of Expand Energy Corp worth $89K as of Q2 2026.
  • Covestor bought 848 Expand Energy Corp shares in Q2 2026, an estimated $80.5K.
  • Expand Energy Corp made up 0.05% of Covestor's portfolio in Q2 2026, its #429 holding.
  • Covestor first reported a position in Expand Energy Corp in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Expand Energy Corp position peaked at $283K in Q1 2024.
  • 646 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.