JFG
EXE

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
Q2 		– Sell
-28,350
Closed -$3.11M – 2120
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
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 $3.38T AUM 44.17% 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

Jefferies Financial Group's EXE Position: Q2 2026 in Review

Jefferies Financial Group sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 28,350 shares — an estimated $3.11M sold.

Jefferies Financial Group first reported a position in EXE in Q4 2022 and held it in 12 quarters. The position peaked at $8.74M in Q2 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Jefferies Financial Group reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 28,350 Expand Energy Corp shares in Q2 2026, an estimated $3.11M.
  • Jefferies Financial Group first reported a position in Expand Energy Corp in Q4 2022 and held it in 12 quarters.
  • Jefferies Financial Group's Expand Energy Corp position peaked at $8.74M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.