Jones Financial Companies’s Expand Energy Corp EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.13M Sell
12,812
-7,035
-35% -$668K ﹤0.01% 1830
2026
Q1
$2.25M Buy
19,847
+17,112
+626% +$1.83M ﹤0.01% 1376
2025
Q4
$302K Sell
2,735
-42
-2% -$4.66K ﹤0.01% 1722
2025
Q3
$294K Buy
2,777
+737
+36% +$74K ﹤0.01% 1631
2025
Q2
$243K Buy
2,040
+496
+32% +$55.3K ﹤0.01% 1579
2025
Q1
$171K Buy
1,544
+388
+34% +$40.4K ﹤0.01% 1551
2024
Q4
$115K Buy
1,156
+568
+97% +$52.4K ﹤0.01% 1576
2024
Q3
$48.6K Buy
588
+387
+193% +$29.5K ﹤0.01% 1645
2024
Q2
$16.6K Buy
201
+63
+46% +$5.56K ﹤0.01% 1604
2024
Q1
$12.3K Buy
+138
New +$11.1K ﹤0.01% 1017
2023
Q1
Sell
-10
Closed -$1K 800
2022
Q4
$1K Buy
+10
New +$991 ﹤0.01% 723

Other funds holding EXE

Jones Financial Companies's EXE Position: Q2 2026 in Review

Jones Financial Companies reduced its Expand Energy Corp (EXE) stake by 35% in Q2 2026, selling an estimated $668K and leaving 12,812 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Jones Financial Companies first reported a position in EXE in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2026. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Jones Financial Companies held 12,812 shares of Expand Energy Corp worth $1.13M as of Q2 2026.
  • Jones Financial Companies sold 7,035 Expand Energy Corp shares in Q2 2026, an estimated $668K.
  • Expand Energy Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1830 holding.
  • Jones Financial Companies first reported a position in Expand Energy Corp in Q4 2022 and has held it in 11 quarters since.
  • Jones Financial Companies's Expand Energy Corp position peaked at $2.25M in Q1 2026.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.