CVA Family Office’s Expand Energy Corp EXE Stock Holding History

CVA Family Office’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	$953K	Buy	10,454 +6	+0.1%	+$570	0.09%	128
2026 Q1	$1.15M	Buy	10,448 +203	+2%	+$21.7K	0.12%	105
2025 Q4	$1.13M	Hold	10,245	–	–	0.13%	95
2025 Q3	$1.09M	Sell	10,245 -17	-0.2%	-$1.71K	0.14%	98
2025 Q2	$1.2M	Buy	10,262 +61	+0.6%	+$6.81K	0.17%	94
2025 Q1	$1.14M	Buy	10,201 +60	+0.6%	+$6.24K	0.17%	90
2024 Q4	$1.01M	Buy	10,141 +59	+0.6%	+$5.45K	0.16%	89
2024 Q3	$829K	Buy	10,082 +82	+0.8%	+$6.26K	0.13%	108
2024 Q2	$822K	Hold	10,000	–	–	0.15%	97
2024 Q1	$888K	Buy	+10,000	New	+$803K	0.16%	93
2023 Q1	–	Sell	-29	Closed	-$2.74K	–	1015
2022 Q4	$2.74K	Buy	+29	New	+$2.87K	﹤0.01%	798

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

CVA Family Office's EXE Position: Q2 2026 in Review

CVA Family Office increased its Expand Energy Corp (EXE) stake by 0.06% in Q2 2026, buying an estimated $570 and bringing the position to 10,454 shares worth $953K. The position accounts for 0.09% of the portfolio, ranked #128.

CVA Family Office first reported a position in EXE in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.2M in Q2 2025. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

CVA Family Office held 10,454 shares of Expand Energy Corp worth $953K as of Q2 2026.
CVA Family Office bought 6 Expand Energy Corp shares in Q2 2026, an estimated $570.
Expand Energy Corp made up 0.09% of CVA Family Office's portfolio in Q2 2026, its #128 holding.
CVA Family Office first reported a position in Expand Energy Corp in Q4 2022 and has held it in 11 quarters since.
CVA Family Office's Expand Energy Corp position peaked at $1.2M in Q2 2025.
851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.