IBOK
EXE

Independence Bank of Kentucky’s Expand Energy Corp EXE Stock Holding History

Independence Bank of Kentucky’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 		$601K Sell
6,595
-1,035
-14% -$98.3K 0.07% 199
2026
Q1 		$838K Sell
7,630
-195
-2% -$20.8K 0.11% 164
2025
Q4 		$864K Sell
7,825
-375
-5% -$41.6K 0.11% 157
2025
Q3 		$871K Buy
+8,200
New +$823K 0.11% 158

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Independence Bank of Kentucky's EXE Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Expand Energy Corp (EXE) stake by 14% in Q2 2026, selling an estimated $98.3K and leaving 6,595 shares worth $601K. The position accounts for 0.07% of the portfolio, ranked #199.

Independence Bank of Kentucky first reported a position in EXE in Q3 2025 and has held it in 4 quarters since. The position peaked at $871K in Q3 2025. 563 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Independence Bank of Kentucky held 6,595 shares of Expand Energy Corp worth $601K as of Q2 2026.
  • Independence Bank of Kentucky sold 1,035 Expand Energy Corp shares in Q2 2026, an estimated $98.3K.
  • Expand Energy Corp made up 0.07% of Independence Bank of Kentucky's portfolio in Q2 2026, its #199 holding.
  • Independence Bank of Kentucky first reported a position in Expand Energy Corp in Q3 2025 and has held it in 4 quarters since.
  • Independence Bank of Kentucky's Expand Energy Corp position peaked at $871K in Q3 2025.
  • 563 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.