IFG
EXE

Independent Financial Group’s Expand Energy Corp EXE Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-1,852
Closed -$204K – 1549
2025
Q4 		$204K Buy
+1,852
New +$205K ﹤0.01% 1340
2025
Q3 		– Sell
-2,334
Closed -$273K – 1439
2025
Q2 		$273K Buy
2,334
+355
+18% +$39.6K 0.01% 1079
2025
Q1 		$220K Buy
+1,979
New +$206K 0.01% 1074
2024
Q3 		– Sell
-2,755
Closed -$226K – 1212
2024
Q2 		$226K Sell
2,755
-4,255
-61% -$376K 0.01% 967
2024
Q1 		$623K Sell
7,010
-12,135
-63% -$974K 0.03% 509
2023
Q4 		$1.47M Sell
19,145
-9,125
-32% -$749K 0.08% 262
2023
Q3 		$2.44M Buy
28,270
+3,958
+16% +$336K 0.16% 139
2023
Q2 		$2.03M Buy
24,312
+5,453
+29% +$435K 0.14% 159
2023
Q1 		$1.43M Sell
18,859
-438
-2% -$36.1K 0.11% 204
2022
Q4 		$1.82M Buy
19,297
+4,172
+28% +$413K 0.16% 128
2022
Q3 		$1.42M Buy
+15,125
New +$1.42M 0.13% 160

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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

Independent Financial Group's EXE Position: Q1 2026 in Review

Independent Financial Group sold out of Expand Energy Corp (EXE) in Q1 2026, closing a stake of 1,852 shares — an estimated $204K sold.

Independent Financial Group first reported a position in EXE in Q3 2022 and held it in 11 quarters. The position peaked at $2.44M in Q3 2023. 896 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

  • Independent Financial Group reported no remaining Expand Energy Corp position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 1,852 Expand Energy Corp shares in Q1 2026, an estimated $204K.
  • Independent Financial Group first reported a position in Expand Energy Corp in Q3 2022 and held it in 11 quarters.
  • Independent Financial Group's Expand Energy Corp position peaked at $2.44M in Q3 2023.
  • 896 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.