Intellectus Partners’s Expand Energy Corp EXE Stock Holding History

Intellectus 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	$866K	Buy	9,499 +203	+2%	+$19.3K	0.15%	153
2026 Q1	$1.02M	Buy	9,296 +4,215	+83%	+$450K	0.21%	131
2025 Q4	$561K	Buy	5,081 +2	+0%	+$222	0.11%	182
2025 Q3	$540K	Buy	5,079 +3	+0.1%	+$301	0.1%	191
2025 Q2	$594K	Buy	5,076 +2	+0%	+$223	0.13%	181
2025 Q1	$565K	Buy	5,074 +77	+2%	+$8.01K	0.14%	178
2024 Q4	$497K	Buy	+4,997	New	+$461K	0.11%	190

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

Intellectus Partners's EXE Position: Q2 2026 in Review

Intellectus Partners increased its Expand Energy Corp (EXE) stake by 2.2% in Q2 2026, buying an estimated $19.3K and bringing the position to 9,499 shares worth $866K. The position accounts for 0.15% of the portfolio, ranked #153.

Intellectus Partners first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 849 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Intellectus Partners held 9,499 shares of Expand Energy Corp worth $866K as of Q2 2026.
Intellectus Partners bought 203 Expand Energy Corp shares in Q2 2026, an estimated $19.3K.
Expand Energy Corp made up 0.15% of Intellectus Partners's portfolio in Q2 2026, its #153 holding.
Intellectus Partners first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
Intellectus Partners's Expand Energy Corp position peaked at $1.02M in Q1 2026.
849 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

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