Lido Advisors
EXE

Lido Advisors’s Expand Energy Corp EXE Stock Holding History

Lido 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 		$3.35M Buy
36,725
+33,534
+1,051% +$3.18M 0.01% 619
2026
Q1 		$350K Buy
+3,191
New +$341K ﹤0.01% 1485

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

Lido Advisors's EXE Position: Q2 2026 in Review

Lido Advisors increased its Expand Energy Corp (EXE) stake by 1,051% in Q2 2026, buying an estimated $3.18M and bringing the position to 36,725 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #619.

Lido 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.

  • Lido Advisors held 36,725 shares of Expand Energy Corp worth $3.35M as of Q2 2026.
  • Lido Advisors bought 33,534 Expand Energy Corp shares in Q2 2026, an estimated $3.18M.
  • Expand Energy Corp made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #619 holding.
  • Lido 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 Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.