GC
EXE

Gruss & Co’s Expand Energy Corp EXE Stock Holding History

Gruss & Co’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 		$228K Sell
2,500
-500
-17% -$47.5K 0.56% 33
2026
Q1 		$329K Buy
+3,000
New +$320K 0.77% 20
2025
Q4 		– Sell
-3,000
Closed -$319K – 47
2025
Q3 		$319K Buy
+3,000
New +$301K 0.83% 21
2023
Q4 		– Sell
-5,000
Closed -$431K – 23
2023
Q3 		$431K Buy
+5,000
New +$424K 3.65% 11

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

Gruss & Co's EXE Position: Q2 2026 in Review

Gruss & Co reduced its Expand Energy Corp (EXE) stake by 17% in Q2 2026, selling an estimated $47.5K and leaving 2,500 shares worth $228K. The position accounts for 0.56% of the portfolio, ranked #33.

Gruss & Co first reported a position in EXE in Q3 2023 and has held it in 4 quarters since. The position peaked at $431K in Q3 2023. 851 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Gruss & Co held 2,500 shares of Expand Energy Corp worth $228K as of Q2 2026.
  • Gruss & Co sold 500 Expand Energy Corp shares in Q2 2026, an estimated $47.5K.
  • Expand Energy Corp made up 0.56% of Gruss & Co's portfolio in Q2 2026, its #33 holding.
  • Gruss & Co first reported a position in Expand Energy Corp in Q3 2023 and has held it in 4 quarters since.
  • Gruss & Co's Expand Energy Corp position peaked at $431K in Q3 2023.
  • 851 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Gruss & Co's 13F filing for Q2 2026, filed 5 Aug 2026.