Krilogy Financial’s Expand Energy Corp EXE Stock Holding History

Krilogy Financial’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	$714K	Buy	7,831 +1,835	+31%	+$174K	0.02%	504
2026 Q1	$584K	Buy	+5,996	New	+$640K	0.02%	535
2025 Q4	–	Sell	-3,738	Closed	-$411K	–	990
2025 Q3	$411K	Buy	+3,738	New	+$375K	0.02%	582

Other funds holding EXE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Krilogy Financial's EXE Position: Q2 2026 in Review

Krilogy Financial increased its Expand Energy Corp (EXE) stake by 31% in Q2 2026, buying an estimated $174K and bringing the position to 7,831 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #504.

Krilogy Financial first reported a position in EXE in Q3 2025 and has held it in 3 quarters since. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Krilogy Financial held 7,831 shares of Expand Energy Corp worth $714K as of Q2 2026.
Krilogy Financial bought 1,835 Expand Energy Corp shares in Q2 2026, an estimated $174K.
Expand Energy Corp made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #504 holding.
Krilogy Financial first reported a position in Expand Energy Corp in Q3 2025 and has held it in 3 quarters since.
847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.