DL
EXE

Dockside LLC’s Expand Energy Corp EXE Stock Holding History

Dockside LLC’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 		– Sell
-127,212
Closed -$14M – 359
2026
Q1 		$14M Buy
+127,212
New +$13.6M 3.51% 1

Other funds holding EXE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Dockside LLC's EXE Position: Q2 2026 in Review

Dockside LLC opened a new position in Expand Energy Corp (EXE) in Q2 2026: 127,698 shares worth $11.6M. The stake represents 2.72% of the portfolio and ranks #2 among its holdings. This is a return to the name: Dockside LLC previously reported a position in EXE as recently as Q4 2025.

Dockside LLC first reported a position in EXE in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.2M in Q4 2025. 333 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Dockside LLC held 127,698 shares of Expand Energy Corp worth $11.6M as of Q2 2026.
  • Expand Energy Corp was a new Dockside LLC position in Q2 2026.
  • Expand Energy Corp made up 2.72% of Dockside LLC's portfolio in Q2 2026, its #2 holding.
  • Dockside LLC first reported a position in Expand Energy Corp in Q4 2025 and has held it in 2 quarters since.
  • Dockside LLC's Expand Energy Corp position peaked at $14.2M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.