EC
EXE

Estate Counselors’s Expand Energy Corp EXE Stock Holding History

Estate Counselors’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 		$2.21M Buy
+24,244
New +$2.3M 0.19% 47
2025
Q1 		– Sell
-19,830
Closed -$1.97M – 129
2024
Q4 		$1.97M Hold
19,830
– – 0.21% 58
2024
Q3 		$1.63M Hold
19,830
– – 0.17% 67
2024
Q2 		$1.63M Sell
19,830
-30
-0.2% -$2.65K 0.18% 56
2024
Q1 		$1.76M Buy
+19,860
New +$1.59M 0.2% 54

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

Estate Counselors's EXE Position: Q2 2026 in Review

Estate Counselors opened a new position in Expand Energy Corp (EXE) in Q2 2026: 24,244 shares worth $2.21M. The stake represents 0.19% of the portfolio and ranks #47 among its holdings. This is a return to the name: Estate Counselors previously reported a position in EXE as recently as Q4 2024.

Estate Counselors first reported a position in EXE in Q1 2024 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Estate Counselors held 24,244 shares of Expand Energy Corp worth $2.21M as of Q2 2026.
  • Expand Energy Corp was a new Estate Counselors position in Q2 2026.
  • Expand Energy Corp made up 0.19% of Estate Counselors's portfolio in Q2 2026, its #47 holding.
  • Estate Counselors first reported a position in Expand Energy Corp in Q1 2024 and has held it in 5 quarters since.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.