Kovitz Investment Group Partners
EXE

Kovitz Investment Group Partners’s Expand Energy Corp EXE Stock Holding History

Kovitz Investment Group Partners’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 		$2.37M Buy
26,017
+9,021
+53% +$857K 0.05% 206
2026
Q1 		$1.87M Buy
+16,996
New +$1.81M 0.04% 239
2025
Q4 		– Sell
-2,339
Closed -$248K – 1395
2025
Q3 		$248K Sell
2,339
-884
-27% -$88.7K ﹤0.01% 1266
2025
Q2 		$377K Buy
3,223
+629
+24% +$70.2K ﹤0.01% 1071
2025
Q1 		$289K Sell
2,594
-543
-17% -$56.5K ﹤0.01% 1069
2024
Q4 		$312K Buy
3,137
+637
+25% +$58.8K ﹤0.01% 1035
2024
Q3 		$201K Buy
+2,500
New +$191K ﹤0.01% 951

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

Kovitz Investment Group Partners's EXE Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Expand Energy Corp (EXE) stake by 53% in Q2 2026, buying an estimated $857K and bringing the position to 26,017 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #206.

Kovitz Investment Group Partners first reported a position in EXE in Q3 2024 and has held it in 7 quarters since. 854 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Kovitz Investment Group Partners held 26,017 shares of Expand Energy Corp worth $2.37M as of Q2 2026.
  • Kovitz Investment Group Partners bought 9,021 Expand Energy Corp shares in Q2 2026, an estimated $857K.
  • Expand Energy Corp made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #206 holding.
  • Kovitz Investment Group Partners first reported a position in Expand Energy Corp in Q3 2024 and has held it in 7 quarters since.
  • 854 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.