KFI
EXE

Key Financial Inc’s Expand Energy Corp EXE Stock Holding History

Key Financial Inc’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 		$33.6K Hold
368
– – 0.01% 617
2026
Q1 		$40.4K Hold
368
– – 0.01% 572
2025
Q4 		$40.6K Hold
368
– – 0.01% 572
2025
Q3 		$40.2K Hold
368
– – 0.01% 565
2025
Q2 		$43K Hold
368
– – 0.01% 531
2025
Q1 		$41K Buy
368
+13
+4% +$1.35K 0.01% 511
2024
Q4 		$35.3K Buy
+355
New +$32.8K 0.01% 535

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 $3.37T AUM 44.26% 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

Key Financial Inc's EXE Position: Q2 2026 in Review

Key Financial Inc held its Expand Energy Corp (EXE) position steady in Q2 2026 at 368 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #617.

Key Financial Inc first reported a position in EXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $43K in Q2 2025. 853 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Key Financial Inc held 368 shares of Expand Energy Corp worth $33.6K as of Q2 2026.
  • Key Financial Inc left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #617 holding.
  • Key Financial Inc first reported a position in Expand Energy Corp in Q4 2024 and has held it in 7 quarters since.
  • Key Financial Inc's Expand Energy Corp position peaked at $43K in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.