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
Q1 		– Sell
-75,000
Closed -$8.28M – 2296
2025
Q4 		$8.28M Buy
75,000
+20,000
+36% +$2.22M 0.04% 372
2025
Q3 		$5.84M Buy
+55,000
New +$5.52M 0.03% 327

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
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.