DIA
EXE

Davidson Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Davidson Investment 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 		$6.9M Sell
75,621
-5,404
-7% -$513K 0.28% 81
2026
Q1 		$8.89M Buy
+81,025
New +$8.65M 0.38% 79

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
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

Davidson Investment Advisors's EXE Position: Q2 2026 in Review

Davidson Investment Advisors reduced its Expand Energy Corp (EXE) stake by 6.7% in Q2 2026, selling an estimated $513K and leaving 75,621 shares worth $6.9M. The position accounts for 0.28% of the portfolio, ranked #81.

Davidson Investment Advisors first reported a position in EXE in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.89M in Q1 2026. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Davidson Investment Advisors held 75,621 shares of Expand Energy Corp worth $6.9M as of Q2 2026.
  • Davidson Investment Advisors sold 5,404 Expand Energy Corp shares in Q2 2026, an estimated $513K.
  • Expand Energy Corp made up 0.28% of Davidson Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Davidson Investment Advisors first reported a position in Expand Energy Corp in Q1 2026 and has held it in 2 quarters since.
  • Davidson Investment Advisors's Expand Energy Corp position peaked at $8.89M in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.