Jefferies Financial Group
EXE icon

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
Q3 		$2.99M Buy
+35,565
New +$3.28M 0.02% 431
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group's EXE Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in Expand Energy Corp (EXE) in Q3 2026: 35,565 shares worth $2.99M. The stake represents 0.02% of the portfolio and ranks #431 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in EXE as recently as Q1 2026.

Jefferies Financial Group first reported a position in EXE in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.74M in Q2 2025. 667 funds tracked by Wall St. Rank hold EXE as of Q3 2026.

  • Jefferies Financial Group held 35,565 shares of Expand Energy Corp worth $2.99M as of Q3 2026.
  • Expand Energy Corp was a new Jefferies Financial Group position in Q3 2026.
  • Expand Energy Corp made up 0.02% of Jefferies Financial Group's portfolio in Q3 2026, its #431 holding.
  • Jefferies Financial Group first reported a position in Expand Energy Corp in Q4 2022 and has held it in 13 quarters since.
  • Jefferies Financial Group's Expand Energy Corp position peaked at $8.74M in Q2 2025.
  • 667 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.