Janney Montgomery Scott
EXE

Janney Montgomery Scott’s Expand Energy Corp EXE Stock Holding History

Janney Montgomery Scott’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 		$11.9M Sell
130,862
-155
-0.1% -$14.7K 0.02% 612
2026
Q1 		$14.4M Buy
131,017
+110,892
+551% +$11.8M 0.04% 444
2025
Q4 		$2.22M Buy
20,125
+1,016
+5% +$113K 0.01% 1281
2025
Q3 		$2.03M Buy
19,109
+389
+2% +$39K ﹤0.01% 1308
2025
Q2 		$2.19M Buy
18,720
+911
+5% +$102K 0.01% 1170
2025
Q1 		$1.98M Buy
17,809
+59
+0.3% +$6.14K 0.01% 1166
2024
Q4 		$1.77M Buy
17,750
+3,181
+22% +$294K ﹤0.01% 1219
2024
Q3 		$1.2M Buy
+14,569
New +$1.11M ﹤0.01% 1400
2024
Q2 		– Sell
-20,514
Closed -$1.82M – 2843
2024
Q1 		$1.82M Sell
20,514
-21,465
-51% -$1.72M 0.01% 1200
2023
Q4 		$3.23M Sell
41,979
-24,078
-36% -$1.98M 0.01% 904
2023
Q3 		$5.7M Sell
66,057
-150
-0.2% -$12.7K 0.02% 626
2023
Q2 		$5.54M Sell
66,207
-1,164
-2% -$92.9K 0.02% 659
2023
Q1 		$5.12M Buy
67,371
+1,065
+2% +$87.7K 0.02% 637
2022
Q4 		$6.26M Buy
66,306
+8,687
+15% +$861K 0.02% 584
2022
Q3 		$5.43M Buy
57,619
+7,521
+15% +$707K 0.02% 594
2022
Q2 		$4.23M Buy
50,098
+23,638
+89% +$2.14M 0.02% 644
2022
Q1 		$2.3M Buy
+26,460
New +$1.94M 0.01% 862

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

Janney Montgomery Scott's EXE Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Expand Energy Corp (EXE) stake by 0.12% in Q2 2026, selling an estimated $14.7K and leaving 130,862 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #612.

Janney Montgomery Scott first reported a position in EXE in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.4M in Q1 2026. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Janney Montgomery Scott held 130,862 shares of Expand Energy Corp worth $11.9M as of Q2 2026.
  • Janney Montgomery Scott sold 155 Expand Energy Corp shares in Q2 2026, an estimated $14.7K.
  • Expand Energy Corp made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #612 holding.
  • Janney Montgomery Scott first reported a position in Expand Energy Corp in Q1 2022 and has held it in 17 quarters since.
  • Janney Montgomery Scott's Expand Energy Corp position peaked at $14.4M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.