Envestnet Portfolio Solutions’s Expand Energy Corp EXE Stock Holding History

Envestnet Portfolio Solutions’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	$680K	Sell	7,458 -368	-5%	-$35K	﹤0.01%	863
2026 Q1	$859K	Buy	7,826 +2,594	+50%	+$277K	﹤0.01%	688
2025 Q4	$577K	Buy	5,232 +209	+4%	+$23.2K	﹤0.01%	993
2025 Q3	$534K	Sell	5,023 -49	-1%	-$4.92K	﹤0.01%	1000
2025 Q2	$593K	Buy	5,072 +713	+16%	+$79.6K	﹤0.01%	1017
2025 Q1	$485K	Sell	4,359 -2,891	-40%	-$301K	﹤0.01%	1063
2024 Q4	$722K	Buy	+7,250	New	+$669K	﹤0.01%	1068
2023 Q4	–	Sell	-3,040	Closed	-$262K	–	1610
2023 Q3	$262K	Buy	+3,040	New	+$258K	﹤0.01%	1298

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's EXE Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Expand Energy Corp (EXE) stake by 4.7% in Q2 2026, selling an estimated $35K and leaving 7,458 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Envestnet Portfolio Solutions first reported a position in EXE in Q3 2023 and has held it in 8 quarters since. The position peaked at $859K in Q1 2026. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Envestnet Portfolio Solutions held 7,458 shares of Expand Energy Corp worth $680K as of Q2 2026.
Envestnet Portfolio Solutions sold 368 Expand Energy Corp shares in Q2 2026, an estimated $35K.
Expand Energy Corp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #863 holding.
Envestnet Portfolio Solutions first reported a position in Expand Energy Corp in Q3 2023 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's Expand Energy Corp position peaked at $859K in Q1 2026.
854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.