Loring Wolcott & Coolidge Fiduciary Advisors’s Expand Energy Corp EXE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$365K	Buy	+4,000	New	+$380K	﹤0.01%	262

Other funds holding EXE

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EXE Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Expand Energy Corp (EXE) in Q2 2026: 4,000 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

563 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,000 shares of Expand Energy Corp worth $365K as of Q2 2026.
Expand Energy Corp was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
Expand Energy Corp made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #262 holding.
563 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.