Gradient Investments’s Expand Energy Corp EXE Stock Holding History

Gradient Investments’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	$3.5M	Buy	38,365 +2,870	+8%	+$273K	0.05%	219
2026 Q1	$3.9M	Buy	35,495 +17,997	+103%	+$1.92M	0.06%	208
2025 Q4	$1.93M	Buy	17,498 +158	+0.9%	+$17.5K	0.03%	207
2025 Q3	$1.84M	Sell	17,340 -651	-4%	-$65.3K	0.03%	201
2025 Q2	$2.1M	Sell	17,991 -2,358	-12%	-$263K	0.04%	185
2025 Q1	$2.27M	Sell	20,349 -2,310	-10%	-$240K	0.05%	173
2024 Q4	$2.26M	Buy	+22,659	New	+$2.09M	0.05%	166
2024 Q3	–	Sell	-1	Closed	-$82	–	1352
2024 Q2	$82	Sell	1 -11	-92%	-$971	﹤0.01%	1322
2024 Q1	$1.07K	Hold	12	–	–	﹤0.01%	901
2023 Q4	$923	Hold	12	–	–	﹤0.01%	1450
2023 Q3	$1.03K	Buy	12 +11	+1,100%	+$933	﹤0.01%	1360
2023 Q2	$84	Hold	1	–	–	﹤0.01%	1693
2023 Q1	$76	Hold	1	–	–	﹤0.01%	1455
2022 Q4	$94	Hold	1	–	–	﹤0.01%	1432
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1568
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1406
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1372
2021 Q4	$0	Buy	+1	New	+$63	﹤0.01%	1346

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 $3.37T AUM 44.26% 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

Gradient Investments's EXE Position: Q2 2026 in Review

Gradient Investments increased its Expand Energy Corp (EXE) stake by 8.1% in Q2 2026, buying an estimated $273K and bringing the position to 38,365 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #219.

Gradient Investments first reported a position in EXE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.9M in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Gradient Investments held 38,365 shares of Expand Energy Corp worth $3.5M as of Q2 2026.
Gradient Investments bought 2,870 Expand Energy Corp shares in Q2 2026, an estimated $273K.
Expand Energy Corp made up 0.05% of Gradient Investments's portfolio in Q2 2026, its #219 holding.
Gradient Investments first reported a position in Expand Energy Corp in Q4 2021 and has held it in 18 quarters since.
Gradient Investments's Expand Energy Corp position peaked at $3.9M in Q1 2026.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.