LFA
EXE

Legacy Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Legacy Financial Advisors’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 		$215K Buy
2,359
+516
+28% +$49K 0.03% 407
2026
Q1 		$202K Buy
+1,843
New +$197K 0.03% 396

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

Legacy Financial Advisors's EXE Position: Q2 2026 in Review

Legacy Financial Advisors increased its Expand Energy Corp (EXE) stake by 28% in Q2 2026, buying an estimated $49K and bringing the position to 2,359 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #407.

Legacy Financial Advisors first reported a position in EXE in Q1 2026 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Legacy Financial Advisors held 2,359 shares of Expand Energy Corp worth $215K as of Q2 2026.
  • Legacy Financial Advisors bought 516 Expand Energy Corp shares in Q2 2026, an estimated $49K.
  • Expand Energy Corp made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #407 holding.
  • Legacy Financial Advisors first reported a position in Expand Energy Corp in Q1 2026 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.