Envestnet Asset Management
EXE

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

Envestnet 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 		$18.7M Buy
204,947
+21,931
+12% +$2.08M ﹤0.01% 1498
2026
Q1 		$20.1M Buy
183,016
+37,605
+26% +$4.02M 0.01% 1347
2025
Q4 		$16M Buy
145,411
+11,482
+9% +$1.27M ﹤0.01% 1359
2025
Q3 		$14.2M Buy
133,929
+14,147
+12% +$1.42M ﹤0.01% 1521
2025
Q2 		$14M Sell
119,782
-1,428
-1% -$159K ﹤0.01% 1508
2025
Q1 		$13.5M Buy
121,210
+13,273
+12% +$1.38M ﹤0.01% 1455
2024
Q4 		$10.7M Buy
107,937
+59,117
+121% +$5.46M ﹤0.01% 1591
2024
Q3 		$4.02M Buy
48,820
+4,879
+11% +$373K ﹤0.01% 2243
2024
Q2 		$3.61M Buy
43,941
+5,636
+15% +$498K ﹤0.01% 2241
2024
Q1 		$3.4M Sell
38,305
-27,752
-42% -$2.23M ﹤0.01% 2241
2023
Q4 		$5.08M Sell
66,057
-25,015
-27% -$2.05M ﹤0.01% 1887
2023
Q3 		$7.85M Buy
91,072
+44,966
+98% +$3.82M ﹤0.01% 1526
2023
Q2 		$3.86M Sell
46,106
-333,575
-88% -$26.6M ﹤0.01% 1860
2023
Q1 		$2.95M Buy
379,681
+263,644
+227% +$21.7M ﹤0.01% 1949
2022
Q4 		$11M Buy
116,037
+22,813
+24% +$2.26M 0.01% 1141
2022
Q3 		$8.78M Buy
93,224
+71,276
+325% +$6.7M 0.01% 1193
2022
Q2 		$1.78M Sell
21,948
-389
-2% -$35.1K ﹤0.01% 2175
2022
Q1 		$1.94M Buy
22,337
+11,353
+103% +$833K ﹤0.01% 2210
2021
Q4 		$709K Buy
10,984
+5,415
+97% +$344K ﹤0.01% 2855
2021
Q3 		$343K Buy
+5,569
New +$312K ﹤0.01% 3213

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

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

Envestnet Asset Management increased its Expand Energy Corp (EXE) stake by 12% in Q2 2026, buying an estimated $2.08M and bringing the position to 204,947 shares worth $18.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Envestnet Asset Management first reported a position in EXE in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.1M in Q1 2026. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Envestnet Asset Management held 204,947 shares of Expand Energy Corp worth $18.7M as of Q2 2026.
  • Envestnet Asset Management bought 21,931 Expand Energy Corp shares in Q2 2026, an estimated $2.08M.
  • Expand Energy Corp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1498 holding.
  • Envestnet Asset Management first reported a position in Expand Energy Corp in Q3 2021 and has held it in 20 quarters since.
  • Envestnet Asset Management's Expand Energy Corp position peaked at $20.1M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.