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

Jefferies 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	$3.11M	Buy	28,350 +733	+3%	+$78.3K	0.02%	469
2025 Q4	$3.05M	Buy	27,617 +23,785	+621%	+$2.64M	0.02%	637
2025 Q3	$407K	Sell	3,832 -70,872	-95%	-$7.11M	﹤0.01%	1136
2025 Q2	$8.74M	Buy	74,704 +39,693	+113%	+$4.43M	0.07%	196
2025 Q1	$3.9M	Buy	35,011 +28,411	+430%	+$2.96M	0.03%	368
2024 Q4	$657K	Sell	6,600 -2,473	-27%	-$228K	﹤0.01%	1029
2024 Q3	$746K	Buy	9,073 +6,441	+245%	+$492K	0.01%	866
2024 Q2	$216K	Sell	2,632 -6,897	-72%	-$609K	﹤0.01%	1212
2024 Q1	$846K	Buy	+9,529	New	+$765K	0.01%	874
2023 Q4	–	Sell	-6,650	Closed	-$573K	–	2050
2023 Q3	$573K	Buy	+6,650	New	+$564K	0.01%	1020
2023 Q2	–	Sell	-7,676	Closed	-$584K	–	2071
2023 Q1	$584K	Sell	7,676 -59,249	-89%	-$4.88M	﹤0.01%	1051
2022 Q4	$6.32M	Buy	+66,925	New	+$6.63M	0.04%	330

Other funds holding EXE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Jefferies Financial Group increased its Expand Energy Corp (EXE) stake by 2.7% in Q1 2026, buying an estimated $78.3K and bringing the position to 28,350 shares worth $3.11M. The position accounts for 0.02% of the portfolio, ranked #469.

Jefferies Financial Group first reported a position in EXE in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.74M in Q2 2025. 890 funds tracked by Wall St. Rank hold EXE as of Q1 2026.

Jefferies Financial Group held 28,350 shares of Expand Energy Corp worth $3.11M as of Q1 2026.
Jefferies Financial Group bought 733 Expand Energy Corp shares in Q1 2026, an estimated $78.3K.
Expand Energy Corp made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #469 holding.
Jefferies Financial Group first reported a position in Expand Energy Corp in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's Expand Energy Corp position peaked at $8.74M in Q2 2025.
890 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.