HP
EXE

Hartree Partners’s Expand Energy Corp EXE Stock Holding History

Hartree Partners’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 		– Sell
-28,959
Closed -$3.18M – 167
2026
Q1 		$3.18M Sell
28,959
-53,820
-65% -$5.75M 0.68% 35
2025
Q4 		$9.14M Sell
82,779
-25,185
-23% -$2.79M 3.3% 6
2025
Q3 		$11.5M Sell
107,964
-56,506
-34% -$5.67M 3.94% 6
2025
Q2 		$19.2M Buy
164,470
+25,547
+18% +$2.85M 5.41% 7
2025
Q1 		$15.5M Buy
138,923
+76,985
+124% +$8.01M 5.56% 5
2024
Q4 		$6.17M Sell
61,938
-284,158
-82% -$26.2M 2.28% 14
2024
Q3 		$28.5M Buy
346,096
+29,066
+9% +$2.22M 6.53% 5
2024
Q2 		$26.1M Buy
317,030
+127,030
+67% +$11.2M 6.51% 6
2024
Q1 		$16.9M Buy
190,000
+32,000
+20% +$2.57M 4.37% 7
2023
Q4 		$12.2M Buy
158,000
+125,000
+379% +$10.3M 4.39% 7
2023
Q3 		$2.85M Sell
33,000
-20,000
-38% -$1.7M 1.13% 17
2023
Q2 		$4.44M Buy
53,000
+5,900
+13% +$471K 2.21% 12
2023
Q1 		$3.58M Sell
47,100
-31,000
-40% -$2.55M 2.3% 8
2022
Q4 		$7.37M Buy
78,100
+13,500
+21% +$1.34M 6.28% 6
2022
Q3 		$6.09M Sell
64,600
-35,900
-36% -$3.37M 4.8% 3
2022
Q2 		$8.15M Buy
+100,500
New +$9.08M 1.93% 10
2021
Q3 		– Sell
-144,000
Closed -$7.48M – 183
2021
Q2 		$7.48M Buy
+144,000
New +$7.19M 1.74% 18

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

Hartree Partners's EXE Position: Q2 2026 in Review

Hartree Partners sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 28,959 shares — an estimated $3.18M sold.

Hartree Partners first reported a position in EXE in Q2 2021 and held it in 17 quarters. The position peaked at $28.5M in Q3 2024. 852 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Hartree Partners reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Hartree Partners sold 28,959 Expand Energy Corp shares in Q2 2026, an estimated $3.18M.
  • Hartree Partners first reported a position in Expand Energy Corp in Q2 2021 and held it in 17 quarters.
  • Hartree Partners's Expand Energy Corp position peaked at $28.5M in Q3 2024.
  • 852 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Hartree Partners's 13F filing for Q2 2026, filed 12 Aug 2026.